Using appreciated securities is a great way to make a generous gift and to secure important tax benefits in the process. Often the most advantageous way to support the Kwan Um School of Zen is through a gift of stock. The easiest way to accomplish this is through a direct electronic transfer.
You can transfer stock directly to the Kwan Um School of Zen account at Merrill Lynch. The School’s broker is:
Merrill Lynch Private Client Group
45 William Street, Suite 100
Wellesley Hills, MA 02181
Instructions to transfer securities through the Depository Trust Company (DTC) are:
Merrill Lynch (DTC Number 5198)
Account Number 78604344
Account Name: Kwan Um School of Zen
Please also drop a line to our director so we’ll be watching for the transfer and can send you an acknowledgement letter for tax purposes.