Stock Donation -For gifts of stock, please note our account number has changed effective December 2018.
We ask that you contact our offices in advance and let us know the date of your gift, the name(s) of the securities, the number of shares being transferred, and how you would like your gift to be used. Notify Ed Barrett, Director of Advancement, by letter, email or phone (815) 717-3164 of your intention so that we can ensure that transaction is properly completed.
Provide your Transfer Agent (Broker) with the following information:
| Broker Name |
Stofan, Agazzi & Co., Inc. (Attn: Irene Celander) |
| Address |
2018 Black Road Suite #101, Joliet, IL 60435 |
| Phone |
(815) 729-1266 |
| Registration of Account |
Providence Catholic High School |
| DTC |
#0075 |
| PCHS Account # |
4221-8199 |
If you own stock, it is often more tax-wise to contribute stock than cash. Gifts of appreciated stock are fully deductible. This is because a gift of appreciated stock generally offers two-fold savings. First, you avoid paying any capital gains tax on the increase in the value of the stock. Second, you receive an income tax deduction for the full fair market value of the stock at the time of the gift.