Gifts of Stock or Appreciated Assets
How it Works:
You transfer appreciated stocks, bonds, or mutual fund shares you have owned more than one year to St. Elizabeth School.
St. Elizabeth School sells your securities and uses the proceeds for its programs.
If you wish to give stock or mutual fund shares to St. Elizabeth School by electronic transfer, please give your broker our account information:
Brokerage: Charles Schwab & Co., Inc.
Account Name: St. Elizabeth School Foundation, Inc.
Account Number: 8410-4723
DTC Number: 0164
Detailed Delivery Instructions can be downloaded here.
Please email when you make the transfer to we can accurately credit your account.
You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
You pay no capital gains tax on the transfer when the stock is sold.
Giving appreciated stock could be more beneficial than giving cash.
If you are interested in giving to SES through a planned giving vehicle, please contact the SES Development Office at 410-889-5054, ext. 1152.