A gift of appreciated securities that you have held for more than one year is frequently the most economical way to give. You will be eligible to take a federal income tax deduction equal to the fair market value of the stock on the date of the gift for up to 30 percent of your adjusted gross income and will not have to recognize the appreciation as capital gain.

When making an outright gift of stock, a donor typically transfers the stock to Pomfret. In order to determine the value, Pomfret will use the mean sale price on the day it comes into our possession as the appraised value, and we will provide the donor with the appropriate charitable income tax deduction letter.

Deliver To: First Republic Securities Company LLC
DTC: 0443 (Clearing through Pershing LLC)
Account Name: Pomfret School Inc.
Account Number: 33L344653
Reference: {Donor Name}

Please Note: It is extremely important that you notify our gift processor, Beth Dow, when transferring securities to the school. Securities cannot be sold until the donor has been identified. Additionally, your name and address are required for tax deduction and acknowledgement purposes.

View Wire Transfer Instructions

Many employers will match any charitable contributions or volunteer hours made by their employees. To find out if your company has a matching gift policy, please search this Corporate Matching Gift Database. Our tax ID is 06-0646784.