Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to Loyola Academy 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 taxes is not due on gain in the donated securities.
|Information for Electronic Stock Transfer to Loyola Academy|
|Broker Name||UBS Financial Services Inc.|
|Broker Telephone||(888) 324-4216 | Danielle Brown or Blanca Sanabria|
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 Bob Miller at 847-920-2428 or email at firstname.lastname@example.org.
Thank you for your support of Loyola Academy.