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Gifts of Stock

GIFT OF STOCK

Thank you for your interest in making a charitable gift to Street School, Inc. in the form of a Stock Transfer. Please complete and return this form to receive your tax-acknowledgement.

For stock held in brokerage accounts, your broker can assist you in making a gift of stock via a direct transfer to Street School, Inc.  Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide better tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save on brokerage fees because you are transferring ownership rather than selling the stock.

If you would like to make a donation of stock to Street School, Inc. (Tax ID# 73-0942963), please note the following:

  • Brokerage House: Fidelity Investments
  • Account Name: STREET SCHOOL INC
  • Account Number: Z47985353
  • Financial Advisor: Fidelity Investments Team
  • Telephone Number: 800-544-6565
  • DTC Number: 0226
  • Reference: Donor Name (Including your name will ensure the gift is properly acknowledged.)

**Please Note: For mutual fund gifts, or for gifts of stock not held in a brokerage account, please contact the Fidelity Investments team listed above.**