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Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. Durham Academy may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support Durham Academy as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

Contact Us

Christopher Farr
Director of Philanthropy 
919-489-6569, ext. 6140
chris.farr@da.org

Durham Academy
ATTN: Christopher Farr
3601 Ridge Road
Durham, NC 27705-5599
Federal Tax ID Number: 56-0538019

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