Gifts of Securities

Catholic Schools Center of Excellence | Gifts of SecuritiesGiving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to Catholic Schools Center of Excellence that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains tax is not due on gain in the donated securities.

Information for Electronic Stock Transfer to
Catholic Schools Center of Excellence


DTC# 0547
Tax ID# 47-3560859
Minnesota State ID# 4108363
Broker Address Baird Private Wealth Management | The Brennan-Jandric Group
30 E 7th Street, Suite 2450
Saint Paul, Minnesota 55101
Broker Contact Lynn L. Kittelson | Sr. Client Specialist
Broker Telephone 651-365-2184 (work) | 612-719-8599 (cell)

Please contact us via mail, email or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Mike Halloran at 612-269-8023. If sending email, please use the Contact Us link on the navigation menu.

Thank you for your support of Catholic Schools Center of Excellence.