Donate Stocks
One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Morristown Beard School instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.
Please provide the following information in your request when directing your broker to transfer your shares to MBS:
- Morristown Beard School
- 70 Whippany Road
- Morristown, NJ 07960
- EIN: 22-1487252
To initiate a stock transfer, please reach out to Stacy Albanese in the Office of Advancement at 973.532.7588 or salbanese@mbs.net with your name, name of stock, and number of shares.