You
may make a gift via your estate planning professional (bequests, gift
annuities, lead trusts, remainder trusts, property gifts and more)
You
may
make a gift bytransferring
appreciated securities (stocks and
bonds)
Securities Donations
It is of utmost importance for CSN to properly acknowledge and
designate your gift of securities. Please be sure to contact CSN before any
transactions take place to let us know of your intent to donate – we have no
way of knowing your identity or designation via your broker. If you have any
questions, please contact the CSN Development Office at 239-597-7575. We would
be more than happy to help you facilitate the transaction.
Stock Transfer Instructions (if using a stock broker):
Contact your broker and inform him that you would like to make a gift
to The Community School of Naples. You will need to provide him or her with a written
authorization of your transfer intent. Please include the following in your
letter:
Stock name to be gifted
Number of shares to be transferred
Campaign designation – Annual Fund for Excellence (or other)
Please send a copy of this letter or fax to the following:
The Community School of Naples
13275 Livingston Road
Naples, Florida 34109
Attn: Development Office
239-598-2973 (fax)
Once the transfer has been authorized, please ask your broker to
contact the CSN Development Office at 239-597-7575. Please note that even if
you have donated securities in the past, please ensure that your broker
contacts us.
Stock Wire Transfer Information for gifts:
Stockbroker: Charles Schwab
Contact: Bill Sullivan
877-417-2543
DTC#: 0164
DTC Code: 40
Account Holder: The Community
School of Naples
Account Number: 1183-2586
SECURITIES DONATIONS
It is of utmost importance for CSN to properly acknowledge and
designate your gift of securities. Please be sure to contact CSN before any
transactions take place to let us know of your intent to donate – we have no
way of knowing your identity or designation via your broker. If you have any
questions, please contact the CSN Development Office at 239-597-7575. We would
be more than happy to help you facilitate the transaction.
Stock Transfer Instructions (if using a stock broker):
Contact your broker and inform him that you would like to make a gift
to The Community School of Naples. You will need to provide him or her with a written
authorization of your transfer intent. Please include the following in your
letter:
Stock name to be gifted
Number of shares to be transferred
Campaign designation – Annual Fund for Excellence (or other)
Please send a copy of this letter or fax to the following:
The Community School of Naples
13275 Livingston Road
Naples, Florida 34109
Attn: Development Office
1.239.598.2973 (fax)
Once the transfer has been authorized, please ask your broker to
contact the CSN Development Office at 239-597-7575. Please note that even if
you have donated securities in the past, please ensure that your broker
contacts us.
Stock Wire Transfer Information for gifts to the CSN Annual Fund for
Excellence: