Your gift of appreciated stock helps support Providence Catholic’s mission and possibly provide significant tax savings at the same time. You receive a tax deduction for the fair market value of the stock on the date of the gift and avoid paying any capital gains tax on the increase in the value of the stock.
For instructions on how to transfer stock to Providence Catholic, see below.
Step 1: For gifts of stock, 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, of your intention so that we can ensure that transaction is properly completed.
By letter: Ed Barrett
1800 W Lincoln Highway
New Lenox, Il 60451
By email: firstname.lastname@example.org
Or phone: (815) 717-3164
Step 2: Provide your Transfer Agent (Broker) with the following information:
Broker name: Stofan, Agazzi & Co., Inc.
Address: 2801 Black Rd # 101, Joliet, IL 60435-2702
Phone: (815) 729-1266
Account: Providence Catholic High School
Account #: 3435-8300