Gifts of Stock

Many donors to The Sharon Academy make gifts in the form of appreciated marketable securities. This is one of the most attractive methods of giving because of the substantial tax advantages. Making a gift of appreciated securities to The Sharon Academy is a simple matter.

Your broker may electronically transfer ownership of the stock to The Sharon Academy’s account at TD Ameritrade.

Please give your broker the following information:

DTC #: 0443

For the Benefit of The Sharon Academy

For credit to Q3J-001616

The Sharon Academy Tax ID: 03-0350587

Contact for The Sharon Academy: Harpswell Capital Advisors, jpm@harpswelladvisors.com

Please notify TSA’s Director of Development, Jenn Hayslett, at (802) 236-9598 or jhayslett@sharonacademy.net, when you initiate an electronic transfer for donation of stock. 

 

 

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