How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

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Donating Your Retirement Assets

One of the biggest tax advantages in charitable giving continues to be the double benefit donors receive when donating appreciated assets to Friends Select 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 Friends Select:

  • Friends Select School
  • 1651 Benjamin Franklin Parkway
  • Philadelphia, PA  19103-1284
  • EIN: 23-0604370
  • Friends Select Brokerage Account
  • Send to: Morgan Stanley
  • DTC: 0015
  • Acct. Name: Friends Select School
  • Account#: 474021058-303

Note: It is important to notify Friends Select Development Office of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please email or phone Mallory Burgan, Director of Advancement Services at (215) 561-5900 x3131 or malloryb@friends-select.org.

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