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Gifts of appreciated stocks or
mutual fund shares provide immediate support to the school.
Donors may realize substantial tax savings by transferring
appreciated stock or securities to the school prior to the sale.
Capital gains on the amount of appreciation may be avoided, and
the donors receive a tax deduction based on the fair market
value of the stock or property at the time of the gift.
Instructions
for Giving Stock to St. Margaret’s School
A. If the stock is in a brokerage
account:
Step 1:
Instruct your stock broker by telephone and follow-up with a
letter to your broker to have the gifted stock transferred to
St. Margaret’s Episcopal School’s account with Charles
Schwab. Here is the information you will need to proceed with
the transfer:
General Information
| Official Name: |
St. Margaret of Scotland
Episcopal School |
| Corporate Tax ID#: |
95-3408913 |
| St. Margaret’s Broker: |
Charles Schwab, Laguna Hills
Office
23041 Ave. De La Carlota, Suite 110
Laguna Hills, CA 92653
(949) 837-1223 |
| Account #: |
8411-1902 |
|
DTC: 0164 Code 40 |
To facilitate the transfer of
stock, St. Margaret’s also has accounts with Merrill Lynch,
Paine Webber, and Dean Witter. Please call (949) 661-0108, ext.
252 for account information.
Step 2:
Please contact Cindy
Bobruk in the Development Office (949) 661-0108, ext.
252 or fax information to (949) 661-2040
(FAX) advising her of
your stock gift. Follow-up by letter to Cindy Bobruk containing:
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Name of stock and number
of shares
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Your name, address, and
telephone number
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The purpose of your gift
(e.g., Annual Fund, Capital Campaign)
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The date of your
gift.
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The name of the school’s
broker for this transfer (Charles Schwab, Merrill Lynch,
etc.)
Mail to:
St. Margaret’s Episcopal School
Development Office
31641 La Novia
San Juan Capistrano, CA 92675
B. If the stock gift is in the form of
a stock certificate registered in your name(s):
Step 1: Deliver the stock
certificate(s) plus a signed Stock Power and Third Party Release
Form (forms available in the Development Office) to the St.
Margaret’s Episcopal School Development Office. The
Development Office is located in the Ortega Business Center
behind the campus.
Your tax deduction is the
median price of your stock on the date the stock transfers to
the school’s name or the date you deliver your stock
certificate(s) to the school.
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