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Stock Transfers

Stock can be donated to Roger Bacon High School to fulfill commitments to the Annual Fund, a major gift, creating/increasing endowed scholarships, or to fund annual scholarships.

Donating Appreciated Stock

Stock that has been held for some time may have appreciated in value. What this means is that the current market value of the stock holding exceeds the value of when it was originally purchased. Selling appreciated stock will likely lead to the payment of a capital gain tax by the owner.

It may be advantageous for a donor to consider making a gift of the stock to a charitable organization instead of a cash donation, the reason being that under current law the full current market value of the stock counts as a donation and in addition avoids any capital gains tax.

When considering a stock donation it is advisable to first consult with a tax advisor or accountant.

Stock Gift Procedures

The most efficient way to make a stock donation to Roger Bacon High School is through an electronic transfer of the stock from your brokerage account to Roger Bacon’s brokerage account. This avoids the need for additional time and paperwork that may result from physically delivering a stock certificate.

If you decide to proceed in this manner you will want the commitment of your broker that Roger Bacon will be contacted when the stock transfer is made to assure that the correct date of your gift and the accurate gift value can be properly acknowledged.

Please contact Liz Farmer-Newton in the Office of Advancement at 513.641.1313 or to proceed with a stock gift to Roger Bacon High School.