Gifts of Stock, Bonds and Other Securities

Giving shares of appreciated stock, bonds, mutual funds, and other securities can be an excellent way to make a gift to the Lafayette Catholic School System. If you wish to make a gift of securities held by a bank or brokerage, electronic transfer is the easiest method. Do not sell the stock in your name and have the proceeds sent to us as this will constitute a cash contribution, and you will be liable for any capital gains tax. When you donate securities in lieu of cash, you do not pay any capital gains tax on the appreciation of the securities, while you receive a deduction for their full market value on the date of your gift.

We want to make the gift experience as smooth and seamless as possible. If you have questions about your securities gift, please contact Matt C. Buche, Director of Advancement, at (765) 607-4902 or [email protected].

DTC Eligible Transfers

DTC Participant Number: 0015

Agent Name: Morgan Stanley

Account Number: 803-106867

Account Name: Lafayette Catholic School System

Attention: Matt C. Buche

NOTE:

To assist us in processing your gift, please be sure to include the Account Number listed above and reference “Gift from [insert donor name]” on all security transfers or contact Matt C. Buche prior to the transfer.