Stocks, Securities, and Mutual Fund Shares

Donating stock, securities and mutual fund shares helps Melton and offers you valuable financial benefits:

  • You can donate appreciated stocks, bonds or mutual funds
  • The total value of the stock upon transfer is tax-deductible
  • There is no obligation to pay any capital gains taxes on the appreciation

DTC instructions for transferring stock:
LPL Financial
DTC # 0075
Account #:  10925298
Florence Melton Adult Mini School Corporation

Please let us know the name and number of shares transferred at least two days in advance of making the transfer. This will enable us to verify receipt of the stock and acknowledge your gift.

If you have any further questions, please contact our Director of Finance, Karen Levin, at 1–646–921–0747 extension 6.