Securities are another way to greatly help the sisters. Appreciated securities, whether they are stocks, bonds or
annuities, provide the same benefit as a cash gift. The
donor can avoid the Capital Gains taxes and many times
the fair-market value of the appreciated securities can be
deducted, if the donor held them for longer than six
months. However, on average, donors will sell depreciated
securities and give the cash proceeds to the School Sisters
of Notre Dame. The donors are able to take a capital loss
on the depreciation and still receive a charitable income
tax deduction for the amount of cash donated.

Stocks can be transferred very simply to the School Sisters
of Notre Dame into our investment account. Regardless
of what broker you use, there is no need to set up another
account in School Sisters of Notre Dame’s name with your
broker. Simply call us and we will provide the account
number to make the transfer.

If you hold the securities in certificates, do not endorse the
certificates. Simply send the unendorsed certificates to the
Development Office with a letter via first class mail,
insured for the value of the stock. We will send you a
stock power to be completed and signed, with your
signature being guaranteed (usually by a bank official
showing that this is indeed your signature.) The stock
power should then be mailed to us via first class mail.

Click here to contact
our Development
Office for more
information