Stocks & Securities
Donations of stocks and other securities and assets is one of the most tax-efficient ways to give. Appreciated stocks, bonds, and mutual funds can be donated to Battle Ground Academy and may be deducted for income tax purposes at full fair market value on the date of the transfer, with no significant capital gain tax liability.
If the stock is in a brokerage or bank trust account:Instruct your stock broker/banker by telephone and follow up with a letter to have the stock electronically transferred to BGA's account. Our broker's contact information is as follows:
Pat Clarke, Vice President
Private Wealth Management
Robert W. Baird
3102 West End Avenue, Suite 1100
Nashville, TN 37203
Battle Ground Academy Acct. # 8321-6725
DTC # 0547
BGA's Federal tax ID# 62-0125920
Please contact the Development Office at (615) 567-8320, advising us of your gift. Follow up by mailing a letter containing:
• Name of the stock and number of shares
• Your name, address and telephone number
• The purpose of the gift
• The date of the gift
• Mail to: Battle Ground Academy Attn: Development Office, 336 Ernest Rice Lane, Franklin, TN 37069
If the stock gift is in the form of a stock certificate registered in your name:
Send the stock certificate(s), plus a signed stock power under separate cover to the above address. The donor's signature must be notarized or guaranteed by a bank officer or stockbroker. Please mail the stock power under separate cover. In case of loss or theft, the stock cannot be transferred without both documents.
Your tax deduction is based on the median price of the stock on the date of your transfer of ownership to Battle Ground Academy.