Support the Kwan Um School and secure important tax benefits.

 

If you own stocks or other appreciated securities, you can donate them to the Kwan Um School of Zen and secure important tax benefits.

Direct electronic transfer offers the easiest way to donate securities. Use the form below to make the transfer.
TK <form needs to be updated to Sept 2017 version>


 

The Kwan Um School of Zen maintains an account at Merrill Lynch for transfer of securities. The School’s account representative 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 the Kwan Um School of Zen account information at Merrill Lynch, contact the director of the Kwan Um School of Zen Americas

Please also contact the director when the transfer is made, so we can follow up with an acknowledgement letter for tax purposes.