Gift of Stock

Please complete the information below to notify Street School, Inc. of your gift and help ensure it is processed accurately.

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.**

If you have questions, please contact Sandra Thornton, Development Director, at thornsa2@tulsaschools.org or 918-833-9813.