If giving through a Donor Advised Fund (DAF), be sure to let your DAF administrator know The Bishop’s School’s tax ID number and mailing address (above). In addition, if your gift from a DAF is for anything other than the Bishop’s Annual Fund, please make sure the restriction is known by the DAF administrator and the grant letter states the specific designation.
Donating appreciated securities to support The Bishop’s School may also provide significant tax benefits to you, such as a charitable income tax deduction for the fair market value of the donated stock and the elimination of the capital gains tax that would be due if the sale had be made on the open market.
As with any important financial transaction, please consult your legal, financial or tax advisor when considering a gift of stock or securities.
Electronic Transfer of Stocks or Securities
A direct transfer via DTC from your brokerage account to that of the School is the most efficient way to donate appreciated securities and stock. To facilitate the timely acknowledgement of your gift, please contact the Advancement Department at (858) 875-0847 or firstname.lastname@example.org to indicate the name and quantity of shares you will be donating as well as the fund designation.
DTC Eligible Securities (Stocks, Bonds & Mutual Funds)
DTC Clearing #: 0443
For Further Credit to: Pershing LLC
Account #: A9G137912
Account Name: The Bishop’s School
U.S. Treasury/Government Securities
ABA #: 021000018
Bank of NYC/Pershing LLC
For Further Credit to Account #: A9G137912
For Further Credit to Account Name: The Bishop’s School
Address: Pershing LLC, One Pershing Plaza, Jersey City, NJ 07300
For transfers of physical stock certificates, contact Justin Tipp at First Republic Securities Company, 1280 4th Avenue, San Diego, CA 92101. Mr. Tipp may be reached on his direct line at (619) 338-1547.
Many companies have matching gift programs that support causes their employees care about and want to support. An employee’s gifts can be doubled or even tripled through a corporate matching gift program. All matching gifts will be credited to you giving total. See if your company has a matching program by searching here and download your employer’s matching gift form or contact your company’s human resources department to gain access to their employee giving portal.