Make a Gift of Security
Making a gift of stock, may be a tax-wise way for you to support BLS students. For securities held longer than one year, you can deduct their full fair market value, regardless of what you originally paid for them. You also avoid paying capital gains tax.
If you wish to make a donation of stock to the BLSA, please contact Vice President of Finance
& Operations Felipe Flores at (617) 933-7935. Please provide the following information for BLSA records:
Please ask your broker to transfer your securities to: Duncan W. Gillan Senior Vice President - Investment Officer Wells Fargo Advisors Two International Place, 20th Floor Boston, MA 02110 (800) 832-4272 ext. 909 Toll Free (617) 854-1909 Direct DTC #0141 Account Name: Boston Latin School Association Account number: 7027-3232 Memo: Donor Name
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