Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to St. Mary's Abbey that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains tax is not due on gain in the donated securities.
|Information for Electronic Stock Transfer to St. Mary's Abbey|
|Broker Address||Massey Quick Simon & Co., LLC
360 Mt. Kemble Ave., Suite 5
Morristown, NJ 07960
|Broker Telephone||(973) 525-1003 | Anders Velischek|
Please contact us via mail, email, fax or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Abbot Elias Lorenzo, OSB at 973-538-3235 or via email at firstname.lastname@example.org. The fax number is 973-538-7109. If sending email, you may also use the Contact Us link on the navigation menu.
Thank you for your support of St. Mary's Abbey.