Stocks and Securities Transfers
Donations of stocks and appreciated securities are perhaps the most cost-effective assets to use in making a gift to Gonzaga College High School. When you transfer ownership of holdings to Gonzaga, you receive a charitable deduction for their full market value – and you incur no capital gains tax (subject to IRS deduction limits).
| You will need the following information to transfer stock to Gonzaga’s account: |
| Account name: |
Gonzaga College High School Endowment Fund |
| Account number: |
749-04H62 |
| DTC number: |
5198 |
| Tax ID number: |
53-0204703 |
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| Broker contact: |
Michael H. Kirvan, First Vice President-Investments |
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Merrill Lynch |
| |
1152 15th St. N.W. |
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Suite 6000 |
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Washington, D.C. 20005 |
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202-659-7349 |
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Because donor information in electronic transfers is not always complete, please contact Mike Wilson, Director of Major Gifts at mwilson@gonzaga.org with the following information:
(1) your name and class year (if applicable)
(2) the name of the stock(s) you plan to give
(3) how many shares you plan to give
(4) Is you gift directed toward the Annual Fund or a Capital Campaign pledge?
According to IRS regulations, the date of your gift corresponds to the date it arrives in our broker’s possession (for transfers from brokerage account to brokerage account).