Gift of Securities Instructions

Giving securities is one of the most tax-efficient ways to give. Gifts of publicly traded securities bought over a year ago that have increased in value can be donated to Subiaco Abbey and Academy. The donor is entitled to a charitable deduction of the value of the securities. In addition to the tax deduction, donors avoid all capital gains taxes. This makes for a double tax savings!

Information for Electronic Stock Transfer to Subiaco Abbey and Academy

Account# 563-02312 | Subiaco Abbey
563-02537 | Subiaco Foundation
DTC# 5198
Tax ID# 71-0236908
Broker Address Merrill Lynch, Pierce, Fenner & Smith Inc.
2200 N. Rodney Parham, Suite 300
Little Rock, AR 72212
Broker Telephone (501) 312-7221 | Lisa McGee

Please contact our organization via mail, e-mail, facsimile, or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact at . You are encouraged to leave a voice message or email message if no one answers. The facsimile number is . If sending email, please use the Contact Us link on the left.

Thank you for your support of our organization.

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