Ways to Give
Gifts of appreciated securities offer an excellent opportunity to make a gift and get tax benefit. Please contact the CSN Advancement Office at 239-597-7575, ext. 211, if you have any questions. We will be happy to help you facilitate the transaction.
USING A STOCKBROKER:
Contact your broker and inform him that you would like to make a gift to 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:
Please send a copy of this letter or fax to the following:
Community School of Naples
Once the transfer has been authorized, please ask your broker to contact the CSN Advancement 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:
DTC Firm: Morgan Stanley DTC Clearing # 0015 For Benefit of: Community School of Naples Account: 525112889
Morgan Stanley Wealth Management
239-449-7839 (direct) 239-449-7850 (fax)