Annual Giving
Make a Gift of Security or Stocks

Making a gift of stock, may be a tax-wise way for you to support BLS students. For securities held longer than one year, you can deduct their full fair market value, regardless of what you originally paid for them. You also avoid paying capital gains tax.
If you wish to make a donation of stock to the BLSA, please contact Vice President of Finance & Operations Jim Gard at (617) 933-7935. Please provide the following information for BLSA records:
  • Donor: name and class year
  • Stock: name, number of shares and value
  • How to credit the donation (i.e. unrestricted, restricted, etc.)
Please ask your broker to transfer your securities to:
Duncan W. Gillan
Senior Vice President - Investment Officer
Wells Fargo Advisors, LLC.
Two International Place, 20th Floor
Boston, MA 02110
(800) 832-4272 ext. 909 Toll Free
(617) 854-1909 Direct

DTC #0141
Account Name: Boston Latin School Association
Account number: 7027-3232
Memo: Donor Name

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