Securities

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.

Download Stock Donations Form

You can transfer stock directly to the Kwan Um School of Zen account at Merrill Lynch. The School’s financial advisor is:

Jane Dobisz
Merrill Lynch Private Client Group
45 William Street, Suite 100
Wellesley Hills, MA 02181
Telephone 800/201-8517
Fax 781/237-5367

For instructions to transfer securities through the Depository Trust Company please email director@kwanumzen.org.