Gift of Securities

There are many ways to give t o the Annual Fund – cash or check, the most direct way to support Swift School and may allow you to receive full tax benefits as provided by the US Tax Code; and a gift of securities.

A Gift of Securities

If you have a highly appreciated stock or mutual fund shares, consider these assets for your gift to Swift School. A charitable gift of stock or mutual fund shares offers benefits to you and Swift School.

• You avoid paying the capital gains tax on the increased value of your stock or mutual fund shares
  
   
• You receive a tax deduction for the full fair market value of the stock or mutual fund shares
  
   
• Swift School is able to enhance the educational opportunities for its students because of your generosity

How do I Transfer Gifts of Securities?

There are several ways to transfer appreciated securities to Swift School. The best method for you will depend upon how you hold the securities:

• Electronic Transfers: If the securities are held in a brokerage account, you can make a simple “paperless” transfer from your account to Swift School’s account.
  
   
• Stock Certificate:  If you hold the certificate, you will need to follow specific procedures for sending the unendorsed certificate, a signed stock power form with a guaranteed signature, and a cover letter outlining any restrictions associated with your gift.
  
   
• Brokerage Account: If Swift School has an account with the same brokerage firm as yours, a transfer can be made from your account to Swift School’s account.
  
   
• Mutual Fund Transfer: Each mutual fund has its own method of transferring fund shares. Please call your customer service representative at your fund for instructions.

For specific procedures and account numbers, please contact the Development Office at 678.205.4988 ext. 232.