By giving in the form of appreciated securities (stocks, funds, etc.), you can realize significant savings on your income taxes by avoiding paying capital gains on the increased value of the stock.
Giving appreciated securities (normally needs to be long term, i.e. held for over a year), can also allow you the receive a charitable deduction on the full value of the stock on the date ISTP receives them. The school will liquidate the donated stock upon receipt.
Making a gift of securities to ISTP is a “broker to broker” transaction.
Making a gift of securities to ISTP is a “broker to broker” transaction. Please have your broker contact:
UBS Financial Services (650) 289-7000 or (800) 544-6611 Account Number: KP 01760 SS Account Representative: Kathleen Snodgrass & Michael Scandalios DTC Number: 0221 Account Name: International School of the Peninsula
(Please instruct your broker to include your name when your donation is made.)
For further information, email or call Patricia Colin, Director of Advancement, (650) 251-8521.