Donate Stocks
One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Berkshire School instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset while reducing or eliminating capital gains tax that would have applied if you had sold the stock and made your gift in cash.
Please provide the following information in your request when directing your broker to transfer your shares to Berkshire:
- Berkshire School
- 245 N. Undermountain Road
- Sheffield, MA 01257
- EIN: 04-2121313
- Berkshire's DTC Number: 0164
- Berkshire's Account Name: Berkshire School
- Berkshire's FBO Account Number: 9937-1228
It is important to notify Berkshire of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact Myra Riiska at (413) 229-1225 or mriiska@berkshireschool.org.