Making a Gift Through Stocks 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.

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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.

Newport Financial Center
111 Pavonia Ave., East 3rd Floor
Jersey City, NJ 07310
Attn: Yolanda Allenyne
Account Name: St. Elizabeth School Foundation, Inc. (Cash Reserves)
Account Number: 3514-1069
DTC Number: 0164, Code 40
All deliveries MUST include client name and Schwab account number.
Detailed Delivery Instructions can be downloaded here.

 

Please email development@stelizabeth-school.org when you make the transfer to we can accurately credit your account.​


Benefits:

  • 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.

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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.