Gifts of Stock

Many donors to TSA make gifts in the form of appreciated securities or – as allowed by the new tax law – directly from an IRA. This form of giving has substantial tax advantages. Making a gift of securities to TSA is as simple as instructing your broker to electronically transfer ownership of your stock to The Sharon Academy.

Gifts of securities to The Sharon Academy are welcome and are encouraged. In general, you may find that it is most advantageous to gift appreciated securities that you have held long-term (greater than 12 months); please consult your tax advisor in this regard.

Instructions to Make a Gift

Please contact the Vanessa Bryant at Harpswell Capital Advisors, vmb@harpswelladvisors.com so that we may properly credit and acknowledge your gift.

Delivery of the securities to our investment account at Pershing Advisor Solutions, BNY Mellon can be either electronically (via DTCC) or in certificate form (with proper endorsement or a stock power) as follows:

DTCC Eligible Securities:

DTCC #0443
Agent Bank #94109
Institutional #94109
FBO The Sharon Academy
Account Number # Q3J001616

Certificate Form:

Harpswell Capital Advisors, LLC
Attn: Securities
41 Campus Drive
Suite 203
New Gloucester, ME 04260

When you initiate an electronic transfer for donation of stock, please notify TSA’s Bookkeeper, at (802) 763-2500 ext. 234 or amallary@sharonacademy.net.

Thank you!