The donation of stocks and securities are fully tax-deductible and can also have the benefit of avoiding capital gains tax. It is recommended that you consult with your tax advisor to discuss the latest IRS rules and regulations.

The account information and donation instructions for Great Hearts’ central brokerage account are below. Please use this information to make a gift of stocks or securities to Great Hearts or to any of our academies. Also, when you submit your request for your stock transfer, please send an email message to giving@greatheartsaz.org indicating your name and the type and number of stocks being transferred.

Account Information:
DTC#: 0226 National Financial Services LLC 

Great Hearts Arizona Brokerage Account:
F/B/O GreatHearts ArizonaT
F/B/O NFS A/C # 087-002265 

Donation Instructions:
Work with your brokerage firm to produce a “letter of authorization” for the securities you wish to donate. Donors are encouraged to share this information with their investment firms when making a gift of a security asset, ensuring a smooth and efficient transfer process. Please use the account information above.

The Depository Trust Company (DTC) will facilitate the transfer of security assets from an external investment firm into the UMB FSI investment account to benefit Great Hearts. Please notify us when the transfer takes place.

The dollar value of your gift will be determined by the daily average on the date of the transfer.

Please note: It is the policy of Great Hearts to sell all gifts of stocks and securities upon receipt.