INSTRUCTIONS FOR MAKING A GIFT OF STOCK
Gifts of appreciated securities offer tax benefits including the elimination of capital gains on the appreciated portion of stock gifts.
Please notify Kathleen Hill at 610-995-8712 or khill@haverfordquality.com and Mimi Koelle at mkoelle@ndapa.org before making a gift of stock. Please include the name of the stock, the number of shares you will be gifting, and when the stock will be transferred. Because electronically transferred gifts often do not indicate the owner of the assets, stocks sent without advance notice can be difficult to match to the donor(s).
Please provide the following information to your broker to transfer securities to the Academy of Notre Dame:
DTC DELIVERIES
DTC Participant #: 2116 Fifth Third Bank
Account Name: The Haverford Trust Company
Account #: 010039791203
Further Credit: Academy of Notre Dame de Namur, Gifting Sub-Account, Account # 20790001
Agent Bank #: 10016
Institutional ID#: 94679
MUTUAL FUND DELIVERIES
Mutual fund transfer instructions will be provided separately. Please contact Kathleen Hill at 610-995-8712 or khill@haverfordquality.com for specific instructions.
Account Name: Academy of Notre Dame de Namur Gifting
Academy of Notre Dame’s Tax ID #: 23-146-5491
In accordance with IRS guidelines, the date of the gift will be the date on which the Academy of Notre Dame assumes ownership of the shares. For crediting purposes, the value is determined as the average of the high and low price on the gift date. In the case of unlisted securities, the value of the gift must be determined through an independent appraisal provided by the donor.
