Planned Giving
Gifts of Appreciated Securities

How It Works
- You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
- You receive an income-tax deduction
- Worcester Academy may keep or sell the securities
Benefits
- You may receive a federal income-tax deduction for the full fair-market value of the securities
- You avoid long-term capital-gain tax on any appreciation in the value of the stock
- Your gift will support Worcester Academy as you designate
Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.
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Which Gift Is Right for You?
Contact Us
Jen DiFranco
Advancement Director
508.459.6931
jennifer.difranco@worcesteracademy.org
Federal Tax ID Number: 042105855
Worcester Academy
81 Providence Street
Worcester, MA 01604
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