Transferring a gift of appreciated securities may be advantageous in two ways: income taxes could be reduced, and capital gains taxes are avoided. The value of your gift for tax purposes is the mean value of the securities on the date that the shares leave your brokerage account. An official tax receipt will be mailed to the donor after Germantown Academy receives the stock gift.

Before transferring stock to Germantown Academy, please send notification to Meg Peake or call 267-405-7503 with the 1) donor name and 2) name and quantity of securities being transferred.

Share GA’s information with your broker:

 

Muriel Siebert & Co., Inc.
601 Dresher Rd Suite 302
Horsham, PA 19044

DTC #0226
For Germantown Academy
Account #TSP071943
Attention: Gus Langford
800-545-7773, ext. 3823