Stock, Bonds and other Securities
To make a gift of appreciated securities traded on the Stock Exchange contact Laurie Caswell Burke, Major Gifts Officer, at lburke@sterncenter.org or Ed Wilkens, Development Director, at ewilkens@sterncenter.org or 802-878-2332. Provide the name of your broker, the name of the stock, and the number of shares you would like to contribute. We will advise you on the procedure for completing the gift. In order to avoid capital gains taxes, do not sell the stock yourself nor have your broker sell it. Transfer shares intact to the Stern Center. For tax purposes the value of your stock gift (certificates or electronic transfer) is determined by the average of the high and low on the day of the transfer.