Make a Stock Gift

A gift of appreciated securities or stock is a great way to support Cathleen Stone Island Outward Bound School (CSIOBS)! Gifts of stock and other securities typically entitle a donor to a federal income tax charitable deduction and capital gains tax savings for securities owned for at least a year.

To transfer securities electronically to Cathleen Stone Island Outward Bound School, Inc., the DTC instructions are as follows:

· Broker Name: Fidelity Investments

· DTC Number: 0226

· CSIOBS Tax ID #: 04-3027900

· Account Number: Z40494523

Please include your name in the reference field of the transfer. In addition, in order to properly identify your contribution to Cathleen Stone Island Outward Bound School, notification of your donation, including the securities and number of shares, should be sent to: [email protected].

In accordance with IRS guidelines, the date of gift will be considered the date that CSIOBS assumes ownership of the shares. For crediting purposes, the value is determined as the average of the high and low listings on the date the stock is gifted.

Thank you for your generous support.