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 |
|
|---|---|
Account# |
83139957 |
| 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.
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