Thank you for considering a gift of securities to Sandia Prep. Gifts of securities often result in significant tax benefits for a donor. For example, contributions of appreciated securities held for over a year are generally deductible at market value, regardless of what the donor paid for them; moreover, the capital gains tax is avoided through such a gift.
To Make a Gift of Securities
To notify Sandia Prep of a gift of securities, please contact Julie Cook with complete donor information (name, address, phone number), the name and type of securities to be gifted (public, private, restricted, mutual fund, etc.), the number of shares, and the date you intend to make the gift. You will be asked if the gift is to be unrestricted or to be applied to a specific purpose.
Julie Cook, Sandia Prep Director of Development - firstname.lastname@example.org / phone: 505.338.3022 / fax: 505.338.3099
DTC Transfer of Stock
To transfer securities to the Sandia Prep via DTC, please use the following instructions:
Sandia Prep Merrill Lynch Account #433 96 404
Donor Name & Address:_______________________
In order to promptly and accurately credit a security gift to the appropriate donor, it is essential that the transfer instructions include the donor’s name and address. Without this information, we are occasionally unable to identify the donors of certain securities. If your broker requires further information, he or she should contact:
The Stevens Group - phone: 505.884.9848 / fax: 505.349.8260
Sandia Prep Business Office Contact:
Dacia Card, Sandia Prep Business Manager - phone: 505.338.3003 / fax: 505.338.3099