Gifts of Stock
Gifts of appreciated securities and closely held stock can be extremely beneficial - both to you and to Franklin Pierce. You may receive an income-tax deduction equal to the fair market value of the securities, as well as reduce or eliminate capital gains taxes.
Franklin Pierce policy states that the stock will be sold immediately unless otherwise specified by the donor. Marketable securities held in a donor's brokerage or trust account may be transferred to Franklin Pierce University using the following process.
Please instruct your broker, trust officer, or financial adviser to electronically deliver the securities by DTC to:
Wells Fargo Advisors, DTC #0141
(FPU Account #2903-0819)
Franklin Pierce Tax ID#: 02-0263136
Contact: John A. Phillips
35 Centerra Parkway, Suite 101
Lebanon, NH 03766
Direct Line: (603) 678-4618
We would like to acknowledge your generosity and provide a receipt for IRS purposes. To that end, please call (or have your advisor) our office at (603) 899-1131, or email email@example.com
- Your name, address and phone number (needed for receipting purposes)
- Name(s) of the security(ies) being transferred
- Number of shares (stocks) or face value amount (bonds)
- Approximate current market value of the securities\
- Tax cost (optional)
- The name, address, and phone number of your advisor
Thank you for choosing to support Franklin Pierce students and programs with a gift of securities. We will prepare an acknowledgement to you within a few days following the delivery of the security(ies).