Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Saint James School.
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Saint James School.
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.