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Donating Appreciated Securities

If you have appreciated securities that you have held for more than one year, you can donate them to Chadwick and avoid tax on the gain. It is the school’s policy to sell donated securities within three business days of transfer, so Chadwick benefits immediately from your gift. You benefit by supporting the school, with significant tax savings on your gift.

If you would like to donate stock to Chadwick, please click here for security-transfer instructions.

Here’s an example of how significant these tax savings can be:

Dave is in a 35-percent marginal income tax bracket. He has stocks currently valued at $20,000 that he purchased for $4,000 several years ago. Selling his securities would result in a $16,000 capital gain. If he gives them to Chadwick, he would receive a charitable deduction on his income taxes for the full fair-market value of $20,000 - saving him $7,000 ($20,000 x 35 percent) in income taxes. Dave, who is in a 15-percent capital gains tax bracket, bypasses the $16,000 capital gain, saving $2,400 ($16,000 x 15 percent). The total tax savings from capital gains and income taxes is $9,400.

For more information, please contact:

Mary Baldovin
Director of Annual Giving
(310) 541-6763, ext. 4076
mbaldovin@chadwickschool.org




Looking for
Chadwick International?
Chadwick School Palos Verdes
also operates this PK-12 school in
Songdo, Korea.
Click here to learn more.

Chadwick School is a private, K-12 co-educational school dedicated to developing global citizens with keen minds, exemplary character, self-knowledge and the ability to lead. Located on a 45-acre hilltop on the scenic Palos Verdes Peninsula, we aim to bring out the best in our students through experiential learning, one-on-one mentoring, unparalleled global opportunities, an outstanding athletics program, highly accredited outdoor education experiences and an award-winning visual and performing arts program. We are pleased that more than 800 students from over 45 Southern California communities have chosen to call Chadwick "home."

Chadwick School / 26800 South Academy Drive, Palos Verdes Peninsula, CA, 90274 / 310-377-1543
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