Gifts of Stocks and Bonds

Gifts of Stocks and Bonds

Donating appreciated securities—such as stocks or bonds—is a simple and tax-efficient way to support Roger Bacon High School.

By giving assets that have increased in value, you can maximize your impact while potentially reducing your tax burden.

Key Benefits

Gifts of securities offer several advantages:

• Avoid capital gains taxes on appreciated investments
• Receive a charitable income tax deduction based on the value of the gift
• Make an immediate impact on Roger Bacon students and programs

How to Make a Gift

Electronic Transfer (Recommended)

The most efficient way to donate securities is through a direct transfer from your brokerage account to Roger Bacon’s account.

Transfer Instructions:

• DTC Number: 2803
• DTC Agent: US Bank
• Account Name: Roger Bacon Endowment Fund Institutional Custody Services
• Account Number: 19-0530
• Tax ID: 31-0536691

US Bank Contact:

• Name: Meg Ganulin
• Address: 425 East Walnut St, Cincinnati, OH 45201
• Phone: 513-287-8347
• Email: meg.ganulin@usbank.com

Important:
Please instruct your broker to include your name with the transfer. Brokerage firms often do not send donor information with the transfer, which can delay proper acknowledgment.

Mail (For Physical Certificates)

If you hold stock certificates, your gift can be completed by mailing two separate items:

1. The unsigned stock certificate(s)
2. A signed stock power form for each certificate

These should be sent in separate envelopes via certified mail. Your broker or bank can assist you with the necessary documentation.

Valuing Your Gift

The value of a stock donation is generally determined by averaging the high and low trading prices on the date of transfer. Mutual funds are typically valued using the closing price on that day.

A Smart Way to Give

Gifting securities can be one of the most effective ways to support Roger Bacon High School—allowing you to give more while potentially reducing taxes.