Donate appreciated securities:

Make a bigger impact by donating appreciated securities, including stock, bonds, and mutual funds, directly to our Schools and Education Fund. Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your tax deduction (check with your tax advisor).


Specifically for those who are over age 70 ½, who must take mandatory distributions from their IRA accounts (required mandatory distributions or RMDs), they have the option to donate up to $100,000 per year directly from their retirement account to a charity.  This keeps the RMD from being part of adjusted gross income for tax purposes, potentially lowering the effective tax bracket when compared with taking the distribution normally and then deducting the contribution.  Again, check with your tax advisor for your specific circumstances.


To donate securities, provide the following information to your brokerage firm.  When the transfer takes place, please send an email to Leo Au at

Name of Donor:
Name/Ticker of Security:
Number of shares:
Direct securities to: 

National Financial Services LLC
DTC Clearing No. 0226
F/B/O:  NFS Account No. NT1-475645
Account Name:  Harvard Club of Naples Schools & Education Fund
Contact:  Leo Au,