Search:
 
 
  
Donating Securities

Gift of Securities provide triple benefits:

  • First, you receive a charitable tax deduction for the full fair-market value of the property.
  • Second, you avoid any capital gain tax you would pay if you sold the securities and donated the cash.
  • Third, you help others learn and succeed.

Instructions for donating securities held by a broker:
Tell your broker in writing what shares in your account are to be transferred to Lee Pesky Learning Center. Your broker will need the following information:

Name of company receiving the donation: Lee Pesky Learning Center
Brokerage: Merrill Lynch (800-937-0619)
225 N 9th St, Ste 700
PO Box 7219
Boise, ID 83707
Contact: Chris Billings, 208-338-3121
Account # 413-07109
DTC# 5198
Taxpayer ID# 133878574

Mail or fax a copy to:
Operations Director
Lee Pesky Learning Center
3324 Elder Street, ID 83705
fax # 208-333-0888

Your valuation date will be the date the security is transferred to the LPLC account. Value is the mid selling value for the security on the date of transfer.