A gift of appreciated securities- such as stocks, bonds, or mutual funds- is a tax-efficient way to support Parker while maximizing the impact of your generosity.

Why Give Securities?

Donating appreciated securities held for more than one year may offer significant tax advantages:

• Avoid capital gains tax on the increase in value
• Receive a charitable deduction for the full fair market value (if you itemize)
• Make a larger impact than giving cash alone

We encourage you to consult your financial advisor to understand how a gift of securities may benefit your specific situation.

How to Make a Gift of Securities

Transferring securities to Parker is straightforward:

1. Notify us of your intent
   Contact our Development Office so we can ensure your gift is received and properly credited. Katrina Tedstone at ktedstone@theparkerschool.org, 978-772-3293 ext. 164
2. Initiate the transfer
   Provide your broker with Parker’s transfer instructions (see below) to initiate an electronic transfer.
3. Complete your gift
   Once received, Parker will acknowledge your gift and provide documentation for your records.

Transfer Instructions

Please share the following information with your broker:

• Brokerage Firm: Charles Schwab
• Account Name: Francis W. Parker Charter Essential School
• Account Number: 3244-7192
• DTC Number: 0164
• Tax ID (EIN): 04-3291726

Important Notes

• Securities are typically valued based on the average of the high and low market price on the date Parker receives the asset.
• To ensure proper recognition and designation of your gift, please include your name and any specific instructions when initiating the transfer.
• If you wish to remain anonymous, please let us know in advance.

Questions?

We are happy to assist you or your broker with the transfer process.

Contact:
Katrina Tedstone
ktedstone@theparkerschool.org
978-772-3293 ext. 164



Thank you for considering a gift of securities to support Parker’s mission and students.