Below is the necessary information needed to make a gift of stock to KO:Merrill Lynch, DTC No. 5198, Acct. No. 6JA-02096
9 Melrose Drive
Farmington, CT 06032
For more information, please contact Nicole Falciano of Merrill Lynch at 860-284-2216 or firstname.lastname@example.org or call Randy Stabile of KO at 860-727-5015 or email@example.com.
(Benefits of stock giving: When securities have been owned for more than one year and are given to Kingswood Oxford, the gift is deductible at its full market value. If the stock has increased in value, there is no federal capital gains tax due on the appreciation as there would be if you sold the stock. The actual cost of the gift to you often can be far less than the value of the gift to the School.)