Thank you for your interest in supporting Winsor with a gift of securities.
Donating appreciated securities (stocks, bonds and mutual fund shares held for at least a year and a day) is a tax-advantaged way to make a gift to Winsor. You are entitled to a charitable deduction on the fair market value of the securities on the date of the gift, and there are no capital gains tax on the appreciation.
To ensure proper tracking, receipt, and acknowledgment of your stock gift, please contact Jessica Schwinn via email jschwinn@winsor.edu, or phone, 617-912-1375, with these details:
Name of stock to be donated
Number of shares
Date of the transfer
Estimated value
Stock Transfer Instructions
Winsor’s broker is:
JP Morgan Wealth Management
DTC #: 0352
Account # 20260220
Account Name: The Winsor School
Please notify Jessica Schwinn at the Winsor School prior to donating stock. This will ensure proper tracking, receipt, and acknowledgment of your generous gift: jschwinn@winsor.edu or 617-912-1375.
