We are always grateful for your transfer of stock to Forest Ridge. To facilitate the most accurate transfer, please notify us before you initiate a stock transfer so we can identify your gift when it is received and acknowledge it in a timely manner.
Required Stock Transfer Information
In addition to your broker, please forward the following information to the Office of Advancement at firstname.lastname@example.org
or call 425.201.2410.
1) Name of Donor
2) Name of Stock
3) Number of Shares
4) Specify Fund to which you are donating (see list below)
Forest Ridge Fund Options
Forest Ridge School of the Sacred Heart (Forest Ridge Annual Fund)
Forest Ridge School of the Sacred Heart (Capital Campaign)
Forest Ridge School of the Sacred Heart (Endowment)
Donald Lavi / Tania Kapoor
Goldman, Sachs & Co.
2121 Avenue of the Stars, Suite 2600
Los Angeles, CA 90067
Donations of appreciated securities, usually common stock, provide a tax-efficient way of making your gift. Gifts of appreciated securities held for more than one year may entitle you to a charitable income tax deduction for the fair market value of the securities on the date of the gift. Additionally, you may avoid the capital gains tax that would otherwise be due on the appreciation if the security were sold.