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Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. Northfield Mount Hermon may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support Northfield Mount Hermon as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Casey Vollinger '01
Director of Legacy Giving
413-498-3102
cvollinger@nmhschool.org

 

Jenny Smith
Associate Director, Gift Planning
413-498-3140
jsmith@nmhschool.org

Office of Advancement
Northfield Mount Hermon
Attn: Attn: Casey Vollinger
1 Lamplighter Way
Mount Hermon, MA 01354
Federal Tax ID Number: 04-2109865

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