NOTIFICATION OF INTENT TO DONATE SECURITIES 

 
Donated Security Amount
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Securities Information (Required)
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Donor Information
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When you give Gilman a publicly traded security (stock, bond, or mutual fund) that has appreciated in value and been held for more than one year, you will receive an income tax deduction in the amount of the security's mean value on the date of transfer. You will also avoid capital gains tax on the security's appreciation. The specific federal and state income tax treatment of donated securities varies with individual circumstances. It is important to consult an attorney or other tax advisor about your particular situation.

Necessary Account Information - must be provided with each gift.

  • Gilman School's Federal Tax ID #: 52-0591604
  • Gilman School's Acct. # at Fidelity Account #: 668-116279 
  • DTC # 0226 

How to give securities held by your broker or banker:

  1. Instruct the custodian in writing specifying the securities you are giving to Gilman School and the designation of the gift.
  2. Instruct your broker to DTC the securities to Gilman's Account at Fidelity. This is critical since the securities will be delivered to Gilman's account at Fideltiy with NO donor names. (Account # 668-116279 and DTC #0226).
  3. Send a copy of this letter to the Development Office, which will contact that custodian about the disposition of the securities.

This form is intended to facilitate your donation of securities that can be transferred to Gilman electronically. For securities that cannot be transferred electronically, such as physical stock certificates, please call us at 410-323-7178. We will happily work with you or your financial advisor to effect their transfer.