Gifts of Stocks or Securities
Gifts of appreciated securities held for longer than one year enable the donor to receive an income tax charitable deduction for the fair-market value while avoiding capital gains tax. Gifts of securities can fund a student sponsorship, establish an endowment fund, or help support The Loyola School operations.
Account Name: The Loyola School
Account Number: 4765-3590
Broker: Jemma Financial Services/Thurston Springer
DTC #: 0141
TLS Tax ID/EIN: 81-3725495
Contact for assistance:
Gay G. Wagner, Jemma Financial Services, (443) 652-4203
In order to receive a timely tax receipt, please contact Candra Healy at 443-563-2589 ext. 120 or via email, and confirm your name, mailing address, and the number and type of stocks donated.