Making gifts of securities can be highly tax-advantaged.  Contributing securities owned for more than a year may enable you to avoid capital gains taxes and to receive a charitable deduction equal to the full market value of the securities on the date of the gift. When considering any gift of securities, please be sure to consult your tax advisor prior to making the gift.

Also please note that you should transfer securities to Trevor rather than selling them yourself, in order to preserve the tax-deductibility of your gift. To transfer securities, please follow the guidelines below.

o       Contact Sabra Stoner, Director of the Annual Fund, to tell her the name and number of shares you plan to transfer and when the transfer will take place.  This is important because securities transferred without prior notice may result in our being unable to identify the donor.  Sabra may be reached at (646) 672-5567 or at sstoner@trevornet.org.

o       Then please give your broker the following information:

                DTC #5198

                Account # 85007D75 (Trevor Day School)

                Merrill Lynch

                Barovick/Winter Group

                Attn:  Hope Klein

                (212) 382-8692

                (212) 382-8662 (fax)

NOTE:

You will be credited with a gift equal to the value of the security on the date that the gift enters the school's account.