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Gifts of Stocks and Securities

To make a gift with stock, you may transfer the shares directly to Bay Path. If you are using appreciated stocks to fund your gift, you will receive a tax deduction for the gift amount and you will save on capital gains tax.

Simply provide your broker with detailed instructions of the gift that you would like to make to Bay Path. Please include the name of the stock and the number of shares to be transferred from your account to Bay Path’s account at:

Charles Schwab
Clearing # 0164
Code 40
Bay Path account: 1884-8491

Please contact Allison Gearing-Kalill, Vice President for Development and Planned Giving  at 413.565.1150 or toll free at 800.782.7284 ext. 1150 to let us know the name of the stock and the number of shares that you will be transferring to the Bay Path account at Charles Schwab. This information will help us provide you with proper gift acknowledgment on a timely basis.

The value of your stock gift is the mean of the high and the low of the day it is received in Bay Path’s account.