Pingry’s Development Office staff welcomes the opportunity to meet with you and your advisors to discuss how you can include The Pingry School in your charitable plans, including Planned Giving, Endowed Funds, Naming Opportunities, and more. Please contact Director of Development Jane Hoffman ’94, P’26, ’27, ’28 at email@example.com or 908-647-5555, ext. 1222.
Gifts of securities such as stocks or other appreciated assets can be a great tax-efficient method for making a gift to Pingry. In most instances, you can take a tax deduction for the full market value of the gift and avoid any capital gains tax.
If your stock is held with a broker, please notify the broker that you wish to make a gift of securities to The Pingry School. Your broker will require written authorization from you before they can make the transfer. In the letter of authorization to your broker please include the name of the stock that you wish to transfer, the number of shares, and where you would like your gift to be designated when it reaches Pingry.
LPL Financial LLC
The Pingry School
Before a transfer is made, please ask your broker to alert Derrick Shearer, Director of Advancement Services by phone: 908-647-5555, ext. 1265 or email: firstname.lastname@example.org.