Gifting appreciated securities to Wooster is simple. To initiate a stock transfer, donors may follow the instructions listed below.
CONTACT WOOSTER SCHOOL:
Send an email to Lisa Lucente at firstname.lastname@example.org. In your email, please indicate your name and donation designation so we can promptly and accurately acknowledge your gift. Once you have made contact with the Development office, then proceed with contacting Vanguard per below.
FOR DELIVERY OF SECURITIES THROUGH DTC:
- Vanguard Brokerage Services(R) – DTC ID number is 0062
- For the benefit of Wooster School Corp., Account # 29483987
FOR DELIVERY OF PHYSICAL SECURITIES:
Vanguard Brokerage Services
400 Devon Park Drive
Wayne, PA 19087
Reference Account # 29483987 Wooster School Corp
Questions for Vanguard may be directed to (800) 992-8327.
If you need more information, please contact Lisa Lucente at (203) 830-3910 or email@example.com.
In addition to the income tax savings and the avoidance of capital gains tax, the donor also receives the benefit of knowing that his or her contribution is making a lasting impact on current and future