Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to Chaminade Julienne 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 Chaminade Julienne|
|Broker Address||Merrill Lynch, YHSA Group, Enterprise Place
10100 Innovation Dr., Suite 300
Dayton, OH 45342
|Broker Telephone||(866) 801-6801 | Paul Macuski|
Please contact us via mail, email, fax or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Jim Walworth at . The fax number is 937-461-0356. If sending email, please use the Contact Us link on the navigation menu.
Thank you for your support of Chaminade Julienne.