The Lawrenceville School
Would you like me to give you a call?
Steve Cushmore
Director of Planned Giving
Name

Phone Number

Appreciated Securities



How It Works

You transfer securities to Lawrenceville

Lawrenceville sells your securities and uses the proceeds for its programs.

Benefits

  • You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.

  • You pay no capital gains tax on the securities you donate.

  • You can direct your gift to a specific fund or purpose.

  • You can have the satisfaction of making a significant gift now or funding a life-income gift that benefits Lawrenceville later.

More


FOR MORE INFORMATION

If you are considering a gift of appreciated securities, email us, complete the personal illustration form, or call us at (609) 620-6064 so that we can assist you through every step of the process.


The Lawrenceville School
Office of Planned Giving
2500 Main Street, Hogate Hall or
PO Box 6125
Lawrenceville, NJ 08648
(609) 620-6064 | Fax: (609) 895-2148
E-mail: scushmor@lawrenceville.org