Stocks & Securities Giving

The benefits to the donor include:

• Reducing capital gains

• Receiving a charitable tax deduction

• Supporting the mission of The Highlands School

• Easy process with no out-of-pocket expenses

The benefit to The Highlands School:

• Receiving immediate cash from the sale of the stock

To give the gift of stock:

• Complete the form below OR

  1️⃣ Notify your custodian — Specify the securities you’re donating to The Highlands School.

  2️⃣ Transfer — Have your broker DTC the shares to The Kelly Group (Acct. #42574887, DTC #0756).

  3️⃣ Confirm — Email Claudia, claudia@highlandsschool.devsquad.tech, to alert and confirm your transfer.

• Once your shares are transferred, The Kelly Group will promptly sell them and deposit the proceeds into our account.

• We will keep you informed throughout the process to ensure the transaction is completed smoothly.

• A stock gift acknowledgment letter will be mailed to you once your gift has been processed.