Gifts of Appreciated Securities

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How It Works

  You transfer securities you have owned for one year or more to Winsor School.

  Winsor sells your securities and uses the proceeds for its programs.

Benefits

  • You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the securities you donate.
  • You can provide unrestricted support or you can direct your gift to a specific fund or purpose.
  • You have the satisfaction of making a significant gift now or funding a life income gift that benefits Winsor in the future.

More

To learn more about gifts of appreciated securities, Email us, complete the Information Request Form, or call us at (617) 912-1340 so that we can assist you.




The Winsor School
Pilgrim Road
Boston, MA 02215
Phone: (617) 912-1340
Fax: (617) 912-1342