Gifts of long-term appreciated stock (owned for a year or longer) or mutual funds are a quick, easy, and tax-efficient way to support Sandy Spring Friends School.
Before the Transfer Occurs
In order for us to accurately identify and acknowledge your gift, please to take a moment to notify Lauren Mossman, Director of Advancement, or Jessica Rothfeld, Controller, in advance of the transfer.
Information for Transfer of Securities
If your broker or bank holds your securities, your gift can be electronically transferred to SSFS. Stock gifts should be directed to:
Merrill Lynch
The DTC (Depository Trust Corp) # is 8862
SSFS's Account # is 723-04264
SSFS's Tax ID # is 52-0734979
Our point of contact at Merrill Lynch is:
Donna M. Kazmierski
Registered Senior Client Associate
410-547-5169
Donna_Kazmierski@ml.com
Please note, the information provided on this website is not intended to serve as tax or legal advice. Please be sure to consult a qualified financial advisor before making a gift to SSFS.
