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Gifts of Stock and Options

Share Your Shares

Interested in maximizing tax savings and making a charitable contribution? Gifts of stock or appreciated securities enable you to help Good Shepherd SLF while receiving an income tax deduction. Stock gifts may also help you avoid paying capital gains or estate tax.

Contributing a stock gift is easy! Follow the simple steps below.

In order for us to process your gift appropriately, please download and complete the Stock Gift Instructions form 
and return it to:

Good Shepherd SLF
“Imagining Tomorrow”
PO Box 447
Milford, PA 18337

How to complete the stock transfer:

Please advise your broker to send the securities to:

Merrill Lynch, DTC# 8862, for the account of Good Shepherd Sustainable Learning Foundation, account# 872-02505.

Financial Advisor:

The Wertz Eberts Group
Merrill Lynch
214 Senate Avenue, Suite 501
Camp Hill, PA 17011

866-232-0221 FAX


Sample letter:

To: Name of your broker, advisor, etc.

From: Person making the contribution

Re: IRA account#


Please issue a check from my above IRA in the amount of $_______

payable to Good Shepherd SLF, Tax ID# 13-123456 and send to me for forwarding to the charity.

When you receive the check, please mail to:

Good Shepherd SLF
PO Box 447
Milford, PA 18337


Please remind your broker to include your name, contact information, and any special instructions for use of the gift with your transfer. To expedite the processing of your gift, we encourage you to contact us with information about the type of stock and number of shares, as well as any special considerations you may have.

*IMPORTANT: Please provide the information from the completed Stock Gift Instructions form to Good Shepherd SLF prior to a stock transfer. The stock-wiring message does not include donor information, and Good Shepherd SLF will not be able to properly credit your gift.


Imagining Tomorrow is the Good Shepherd Academy project website for Good Shepherd Sustainable Learning Foundation, a 501C3 charitable organization. Your gift is fully tax deductible. Financial information available below.

Dr. Nche Zama


I am a strong believer in a future of renewed hope for everyone, particularly for children in Cameroon. Their wishes and longings are deeply connected to their desire to receive a quality secondary/high school education.
Good Shepherd Academy will give them that and more. With a focus on creativity and leadership built on a foundation of Christian faith, the Academy will usher in a long overdue turning point in Cameroonian secondary education. I was born in Cameroon. I know.


Dr. Nche Zama
Board of Directors of Good Shepherd SLF; Medical Director, Cardiothoracic Surgery, PMC; Global Medical Humanitarian