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Stock Appreciated Securities Transfer

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