Stocks or Securities
Donating appreciated securities is a wonderful way to support The Bishop's School and may provide significant tax benefits to you. Benefits may include:
- A charitable income tax deduction for the fair market value of the donated securities.
- Elimination of the capital gains tax that would ordinarily be due if the appreciated securities had been sold 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 DELIVERY OF STOCKS OR SECURITIES
Please provide the following information to your financial institution for electronic delivery of stock or security gifts to The Bishop's School:
Legal Name: The Bishop's School
Tax I.D. Number 95-1642362
FBO The Bishop’s School 33L-007839
Incorporated in: La Jolla, California
Please request that your broker include the donor's name with the delivery.
For transfers of physical stock certificates, contact Dennis Joe at First Republic Securities Company, 1888 Century Park East, Suite 200, Los Angeles, CA 90067. You may call the First Republic toll free number at (877) 348-5576 or reach Mr. Joe on his direct line at (310) 407-7036.
To arrange for a transfer of appreciated gift stocks or securities, you may also contact the Advancement Office at (858) 875-0847.