Thank you for donating securities to PPIE!
In order to make a donation of this type, please complete these simple steps:
- Email PPIE at mail@ppie.org with: the date, the number of shares, and the symbol of your security. We will reply with our Account and DTC information so you can make the transition.
- Sometimes information about who made the donation is disconnected from the actual transfer, so if you let us know you are requesting a transfer we can be looking for it. Please also let PPIE know if you want your gift to be anonymous.
- If you wish your gift to be associated with a certain funding priority, please contact us and we will be happy to discuss. Please visit the Funding page to learn more about how we support Pleasanton schools.
- Place instructions with your brokerage service. Either use your brokerage service’s form or write a letter (download sample) to your brokerage service asking that the securities be transferred to our brokerage account (using the Account and DTC numbers we provide). Sometimes, end of year securities transfers may be delayed due to high volumes, so it’s best to arrange as soon as possible.
When your transfer is complete, notify PPIE. PPIE will then immediately (within 2 business days) sell the security and record the gift after the transaction clears. As soon as we have recorded the gift, which may take a few days, you will receive a tax receipt indicating the average price on the day of the transfer to be used for tax purposes.
By giving to PPIE, you join with the thousands of other PUSD families who together provide funding to transform our schools for our kids. Your contribution will help preserve a truly outstanding public education for all Pleasanton schools. Thank you!