A contribution of appreciated securities/stock will allow you to receive a tax deduction for the full market value while avoiding capital gains taxes.
Appreciated securities/stock
Procedures for Making a Donation of Appreciated Securities/Stock to Beaumont School
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: National Financial Services, the clearing house for Compass Group of DayMark Wealth Partners
DTC Number: 0226
Account name: Beaumont School
Beaumont Donation Account Number: 658-282-344
Beaumont School is a tax-exempt 501c3 organization.
Federal ID # 34-0714540
For questions, please contact Beaumont’s Advancement Office at: 216-325-7347
