If you are donating shares of stock that have no restrictions attached to their sale, please click here for the necessary McGillis School account information to complete an online transfer of stock.
Before or at the time of the transfer, please contact, or have your broker contact, Jen Voros by phone or email with the following information:
• the donor name
• the number of shares
• the name of the stock being donated
This step is important because when stock arrives in our account, the name of the donor is not included.
For tax purposes, the value of your donation is calculated using the closing price of the stock on the day the stock is transferred. The School will sell the stock as soon as it is posted to the account and follow up with a tax receipt.