STOCK GIFT FORM
STOCK GIFT FORM Please Print All Information To make a contribution of stock to Poly Prep Country Day School, please complete this form, give the top half to your broker and return the bottom half to Poly Prep. IT IS VERY IMPORTANT THAT YOU NOTIFY POLY PREP SO WE MAY PROVIDE YOU WITH AN ACCURATE RECEIPT. THE VALUE OF STOCK GIFTS IS DETERMINED BY THE HIGH AND LOW OF THE SECURITIES ON THE DAY THEY ARE CREDITED TO OUR ACCOUNT. Thank you for your support! Dear: ________________________ (Your Broker) Re: __________________________ (Acct #) Please Transfer through DTC, ___________ shares of my ________________________ stock to: DTC # 0352 JPM Clearing Corp. FBO: Poly Prep Country Day School, Acct # 740-85225 ______________________________________________________________________________ Name Signature Date For additional transfer information, contact:
Peter Totaro JPM Securities Phone: 212-450-7849 Email: [email protected]
------------------------------------------------------------Cut Here----------------------------------------------------------To: Mr. Robert Aberlin Poly Prep Country Day School 9216 Seventh Ave, Brooklyn, NY 11228 Fax: (718) 836-7165 Dear Mr. Aberlin: On _______________ (date), I instructed my broker, _______________________ (name), to send shares of ___________________________ (company name) to Poly Prep’s account at JPM Securities. Please send me a receipt so I can determine if I qualify for a federal income tax deduction and can avoid capital gains tax on the value of my gift. Name ______________________________________ Broker ______________________________________ Address _____________________________________ Company ____________________________________ Phone ________________________________ Phone __________________________________ Email_________________________________ Email __________________________________
Peter Totaro JPM Securities Phone: 212-450-7849 Email: [email protected]
------------------------------------------------------------Cut Here----------------------------------------------------------To: Mr. Robert Aberlin Poly Prep Country Day School 9216 Seventh Ave, Brooklyn, NY 11228 Fax: (718) 836-7165 Dear Mr. Aberlin: On _______________ (date), I instructed my broker, _______________________ (name), to send shares of ___________________________ (company name) to Poly Prep’s account at JPM Securities. Please send me a receipt so I can determine if I qualify for a federal income tax deduction and can avoid capital gains tax on the value of my gift. Name ______________________________________ Broker ______________________________________ Address _____________________________________ Company ____________________________________ Phone ________________________________ Phone __________________________________ Email_________________________________ Email __________________________________
