Stocks, Bonds, & Mutual Funds
Donations of appreciated securities or mutual funds help us in our mission to evangelize on secular college campuses while also offering tax benefits to you.
Why give through an investment asset?
You are eligible for a charitable income tax deduction on the fair market value of the securities on the date of transfer.
You pay no capital gains tax on securities you donate that you’ve held for more than one year.
Donating securities can help you rebalance your portfolio.
How to make a securities transfer:
Please notify Director of Development, Joe Geiger of your securities transfer. Your personal notification will allow us to identify and promptly acknowledge your gift. Without you notifying us, we will have no way of linking you to the securities transfer.
To transfer your shares held with your broker directly to the St. Lawrence Catholic Church and Newman Center brokerage account, provide your broker/advisor with the following information:
DTC Number: 0725
Account Number: 843CV734
Broker/Dealer: Raymond James
EIN (Tax ID) Number Newman Center: 41-0711591
If possible, please ask your broker to include your name on the transaction so that we can link you to the transfer and supply the appropriate tax documents.
Want more information?
Joe Geiger
Director of Development
(612) 261-2811