How to Donate Securities

Giving Publicly-traded Stock to Cor Jesu Academy

Using publicly-traded stock to make a gift to Cor Jesu Academy can be a very tax-wise method of giving, especially if the stock has appreciated in value since you acquired it. Giving appreciated stock saves you tax dollars in two ways:
First, you will receive an income-tax deduction for the current value of the stock. This value is the average of the high and low trading price on the transfer date. Second, you avoid paying the tax on the capital gain of the stock.

How do I give publicly-traded stock?

If the stock is currently held in a brokerage account: Simply request that your broker transfer the stock into the brokerage account of Cor Jesu Academy. Your broker will require that you sign a document authorizing the transfer. Cor Jesu's brokerage account information is:
 

Cor JesuAcademy

Stifel Nicolaus Account Number 7334-6723

DTC Number 0793

Stifel Nicolaus

1001 South Kirkwood Road

Suite 130

Saint Louis, MO  63122

Cor Jesu's Representative at Stifel Nicolaus: Charles A. Galli (314) 909-3206
Cor JesuAcademy's Federal Tax ID Number: 43-0766432.

Please notify Cor Jesu Academy that you have made this transfer.

Simply give us a call at 314.842.1546 and ask for the Advancement Office, or mail us a letter with the details.


If you have the stock certificates yourself: Simply date and sign where indicated on the back of each certificate. Then, send the certificates to Cor Jesu Academy along with a "Relinquishment Letter" which has your notarized signature.

Download a template Relinquishment Letter and simply fill in the blanks. Sign it in front of a Notary Public. The Relinquishment Letter should accompany your certificates when they are delivered to Cor Jesu.


For more information, please contact Katie Thiemann, Director of Institutional Advancement, 314.842.4429, ext. 278 or kthiemann@corjesu.org.