A gift of long-term, appreciated stock saves money in two ways: your income taxes may be reduced because of the charitable donation, and you could avoid any capital gains tax that would have applied had you sold the shares yourself. Securities can be transferred electronically, or stock certificates can be mailed to the Advancement Office.
Notify your broker or bank to transfer securities as follows:
UBS Financial Services, Inc.
One Post Office Square, 32nd Floor
Boston, MA 02109
DTC#: 0221
For Brewster Academy Account #JJ 1108877
Attn: David H. Carlson or Richard Carlson
Phone: 617-261-2508; Fax: 617-261-2572
Note: If you are transferring shares electronically, please contact Director of Campaign Operations Liz Baker McClain at 603-569-7198 prior to the transaction.