Gifts of securities can be a tax-wise way to support The Perkiomen School. By donating securities held longer than one year you may avoid recognition of capital gains. You may also receive a federal income tax deduction. When initiating a gift of securities, please contact the Office of Development at firstname.lastname@example.org or 215.679.1157.
To be sure that your gift is properly credited, you or your broker should contact us with the following information:
- The name of the donor
- The name and quanitity of the securities being transferred
- The name and contact information of your broker
Securities may be transferred/delivered to The Perkiomen School in the following ways:
The Perkiomen School
Attention: Karl Welsh, Director of Development
200 Seminary Street
Pennsburg, PA 18073
DTC # 2669
Account # 23-58617
Account Name: Perkiomen School
If you have any questions, please contact Karl Welsh, Director of Development, at 215-679-1157.
*To ensure timely processing of year-end gifts, please contact our Northern Trust Company representative, Arne Themmen at 305-789-1430 or email@example.com.