How to Give:

Gifts of Stock

Donate Stocks

One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Milton Academy instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.

Milton Academy's preferred method of receiving stocks is via DTC, to our agent:
Kelly Petherick (617-478-6505)
Morgan Stanley
125 High Street
Boston, MA02110

DTC Clearing Account: 0015
Account Number: 863-094280-714
For further credit to: Milton Academy
Milton Tax ID: 04-2103603

Please contact Signe Lindberg, CFRE, at 617-898-2376 or signe_lindberg@milton.edu to inform us of your intentions and provide the following information:
Full name of the donor(s)
Name of the security being gifted
Number of shares
Date of transfer
Intended use/Designation
Name and telephone number of the broker

Thank you for supporting Milton Academy!

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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.