A contribution of appreciated securities/stock will allow you to receive a tax deduction for the full market value while avoiding capital gains taxes.
This is a great way to support Beaumont School and avoid estate taxes, as well as probate and settlement costs and fees. The delivery of DTC eligible securities/stock should be directed through:
- First Clearing Corp, the clearing house for the Compass Group of Wells Fargo Advisors
DTC Number: 0141
Account name: Beaumont School
Beaumont Donation Account Number: 2692-1093