Gifts of Stock

//Gifts of Stock
Gifts of Stock2018-11-14T16:03:58+00:00

Gifts of Stock Make a Powerful Impact

How to make a gift of stock:

Prior to initiating your gift, please contact Sam Sattin Torres ’08 in Stoneleigh-Burnham’s Development Office, at 413-774-2711 ext. 262, or storres@sbschool.org. The School will inform its account manager of the intended gift and you and your broker will be contacted to complete the stock transfer process.

Stoneleigh-Burnham asks for advance notice of transfers to ensure that the School is prepared to receive the transfer and can acknowledge your gift properly and in a timely manner. Please note it can take several days for gifts to be received when processed through DTC transfer.

Stoneleigh-Burnham does not provide tax advice. All decisions regarding the tax implications of your investments and giving should be made in connection with your independent tax advisor.