Gifts of Stock
Gifts of appreciated securities can be extremely beneficial to both you and Franklin Pierce University. You may receive an income-tax deduction equal to the fair market value of the securities, as well as reduce or eliminate capital gains taxes. Please be sure to consult with your tax advisors for specific tax information when giving securities.
Marketable securities held in a donor's brokerage or trust account may be transferred to º¬Ð߲ݴ«Ã½ using the following process:
Instruct your broker, trust officer, or financial adviser to electronically deliver
the securities by DTC to:
Wells Fargo Advisors, DTC #0141
(FPU Account #2903-0819)
Franklin Pierce Tax ID#: 02-0263136
Contact:
John F. Adie Senior Fundamental Choice Portfolio Manager, AVP, Investment Officer
Wells Fargo Advisors
900 Elm Street, Suite 700
Manchester, NH 03101-2026
Office: (603) 644-0639
Email: john.adie@wfadvisors.com
Please also send an email describing what security is being donated, the number of shares, the designation of the gift, and your broker’s name and phone number to: development@franklinpierce.edu. This will allow us to promptly confirm for you when the securities have been received. The date of the gift is the date that the stock is received in Franklin Pierce’s brokerage account, and the gift will be valued at the mean market value on that day.
CONTACT University Advancement
development@franklinpierce.edu
40 University Drive
Rindge, NH 03461
