Giving 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
|Minnesota State ID#||4108363|
|Broker Address||Baird Private Wealth Management | The Brennan-Jandric Group
30 E 7th Street, Suite 2450
Saint Paul, Minnesota 55101
||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.