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Support MFS
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Support MFS - Gifts of Stock Giving appreciated securities is a convenient way to support Moorestown Friends School, while gaining tax advantages. You receive an income tax deduction for the full market value of the stock on the date of the gift, provided you have owned the securities for more than 12 months. Most donors avoid the capital gains tax otherwise due on the sale of securities. You are urged to consult your tax professional before making gifts of appreciated stock. Gift Value • securities and a signed stock power are hand delivered or mailed (date of postmark) to Moorestown Friends School. OR • electroniclly transferred securities arrive in an account in the name of Moorestown Friends School. How to Give Securities When the security is held by your broker or commercial banker (electronic transfer). PNC Investments Stock transfers can be made via PNC Investments, 312 Route 38, Moorestown, NJ 08057, phone 856-638-4954, fax 856-638-3970. The agent is Mark Caprarola. The MFS account number is 60228393 with a DTC# 0768. Smith Barney Stock transfers can be directed through an account at Smith Barney, 8000 Sagemore Drive, Suite 8304, Marlton, NJ 08053, phone 856-596-5100, fax 856-596-8454. The agent is Robert Hoey. The MFS account number is 60F-07648 with a DTC# 0418. Vanguard The school also has an account with Vanguard Brokerage Services. If you'd like to make a stock transfer to that account, please contact Director of Development Steve Zakroff for the appropriate information. You or your broker may contact Steve Zakroff, Director of Development, at 856-235-2900 ext. 211 or 856-914-4411 (direct dial) for assistance at any time. When the security is in your name and in your possession (certificates):
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