Gifts of Stocks and Bonds

Gifts of Stocks and Bonds

Stocks and Bonds

For many donors, their giving can be maximized by making the same gift they would make, but through a different means. By making a life-changing gift to Nativity Prep’s students through a direct transfer of appreciated securities, such as stocks, bonds, and mutual funds, donors can avoid capital gains tax on the appreciation of those stocks.

Donating from an investment or brokerage account can allow benefactors to make sizable contributions to Nativity Prep and simultaneously derive practical financial advantages. Those  who have experienced growth in their investments are in excellent position to donate appreciated securities to Nativity for the students’ benefit from both the reduction in taxes and the tax deduction (which is on the full market value of the securities).

To make a gift of stock, simply work with your broker, financial advisor, or clearing firm to process a direct transfer utilizing the following information:

Due to SEC regulations, we cannot see who made the transfer, so please be sure to let us know that you made a transfer of securities by emailing Brian Hickey ( or by using the form below.

Consult a tax advisor to determine if making a gift of appreciated securities is appropriate for your situation.