A gift of appreciated stock may entitle the donor to an income tax charitable deduction for the fair market value of the stock on the effective date of the gift and also avoid capital gain tax. In many cases it is more advantageous for a donor to donate the securities to a qualified organization than to sell the securities and donate the cash proceeds. However, we recommend that you consult your tax advisor for the best treatment considering your personal circumstances.
Give by Stock Transfer
1) Instruct your broker to transfer shares of stock to Creighton Prep using the following information:
|Broker: ||Morgan Stanley|
|Address: ||13625 California Street, 4th Floor |
| ||Omaha, NE 68154|
|Acct. Name: ||Creighton Preparatory School|
|Agent:||Steve Hendrickson (402-399-6304) |
|Contact:||Dawn Dries (402-399-6305)|
NOTE: Creighton Prep’s account type at Morgan Stanley is “Educational Facility” 501(c)3 non-profit organization.
2) Call Grace Cominoli, Donor Relations, at 402.548.3881 to let her know of your pending stock transfer or email her at firstname.lastname@example.org.
To give a gift through a mutual fund, contact Grace Cominoli, Donor Relations, at 402.548.3881 or email her at email@example.com for more information.
Your generous donation of securities may be doubled or even tripled depending on your employer's matching gift policy. This is an easy way to increase the impact of a personal contribution to Creighton Prep. Over 16,000 companies across the country are participants in matching gift programs. Is yours? To find out if your company offers a matching gift policy, click HERE.