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 | |
|---|---|
| Account# | 666 04E30 |
| DTC# | 8862 |
| Tax ID# | 31-0832408 |
| 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 John Marshall at 937-313-4375. 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.
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