Gifts of appreciated stock can be a very tax-efficient way to donate to Fenwick. When you donate appreciated stock, you can avoid capital gains tax. In addition, if you’ve owned the stock for more than one year, you may be able to take a charitable deduction for the full fair market value of the stock if you itemize deductions.
We’ve invested in
this secure online tool that will give you step-by-step instructions on how to make this donation so that you can maximize your contributions towards Fenwick’s strong academic, spiritual, athletic, and service traditions. All the information about Fenwick High School (including nonprofit EIN and brokerage information) will be provided—making the process easy, fast, and intuitive!
Or please alert your broker to deliver shares to Fenwick using the following instructions:Fenwick High School Tax ID# 36-1066828
Securities that are being contributed to Fenwick High School may be transferred directly to BMO Financial Group electronically via DTC.
1. Electronic (DTC) Transfers
Your broker should transfer the stock to the school’s account at BMO Financial Group. Wire instructions for your broker follow:
BMO Financial Group, Milwaukee DTC #0992
Fenwick High School 61-1908-01-3
Donor: (last name)
Attn: Securities Movement
2. Electronic (DTC) Transfers of Mutual Funds
Your broker should transfer the stock to the school’s account at BMO Financial Group. Wire instructions for your broker follow:
BMO Financial Group, Milwaukee DTC #5409
Fenwick High School 61-1908-01-3
Donor: (last name)
Attn: FIS Wealth Outsourcing Solutions – Mutual Fund Dept
Contact at BMO Financial Group: Marion Miles, Asst. Vice President
Please have your broker contact Dana Wesolowski,
dwesolowski@fenwickfriars.com, 708-948-0347, at Fenwick High School to notify them of your gift. Provide the following information:
Donor name and address
Name of security being transferred
Number of shares
Date of transfer