Gifts of Stock & Securities

By donating stock or securities, you can make a lasting difference while enjoying valuable tax savings!

Donating appreciated stock or securities allows you to avoid capital gains taxes, maximizing the value of your contribution. This tax-efficient method ensures you can make a greater impact without additional costs. It’s a win-win for you and the school!

Increased Impact

When you donate stock, you can deduct the full fair market value, often resulting in a larger gift than if you sold the stock and donated the cash proceeds. Your generosity goes further!

Full Value to the School

As a non-profit, St. Edward can sell donated stock tax free, receiving the full benefit of your contribution. This enhances our ability to fund initiatives that foster growth, leadership, and service among our students.

 

A Seamless Process

Advise your broker that you wish to make an electronic transfer of shares from your portfolio to St. Edward High School.

Before a transfer is made, we ask that you please notify us. Contact Manager of Annual Giving Amanda Zima by email at azima@sehs.net or 216.954.4281 with the name of the stock(s), number of shares, and gift designation(s) so we may monitor our account for the expected transfer and process your gift accurately.

Have your broker transfer the shares to:

  • DTC: # 0987
  • Acct: # 654808
  • FFC: BJ60
  • Tax ID: # 34-0737808

St. Edward High School's Broker: 

  • Hirtle, Callaghan & Co.
  • Address: Five Tower Bridge, 300 Barr Harbor Drive, Suite 500, West Conshohocken, PA 19428
  • Contact: Chris Seidl
  • Phone: 800.242.9596
  • Fax: 610.828.7425

Questions?