Gifts of Securities

A donor who owns appreciated securities can benefit in two ways by making a gift of securities to Rosary College Prep. First, they will be able to claim a charitable income tax deduction for the full value of the shares, and second, they will be able to avoid the capital gains tax that would have been due if they sold the shares.

When making a gift of securities, it is important that you arrange for a direct transfer of your securities to Rosary College Prep and not sell them yourself. Contact the Rosary College Prep business office for additional information.

The instructions to wire securities to the Rosary College Prep account are:
DTC Instructions
DTC #0793 (clearing firm Stifel)
Rosary College Prep 36-2491287
Account Number B153-7069-5280

Please contact Cindy Ybarra, Business Manager at Rosary College Prep, to notify her of your gift. Please include the following information:

• Donor name and address
• Name of security being transferred
• Number of shares
• Date of transfer

Cindy Ybarra
630-896-0831 x215
cybarra@rosaryhs.com

Cheryl Schneider can answer any questions should you need assistance with the donation process.

Cheryl Schneider
Registered Sales Associate
Stifel, Nicolaus & Co., Inc.
(630) 845-2923 direct
(630) 232-6525 fax
schneidc@stifel.com

Once the stock is transferred to Stifel, they will notify Rosary of the transfer, sell the stock, and can send the proceeds in the form of a check on your behalf. Stifel does not charge any fees to Rosary College Prep. Rosary will then notify you of the completed transaction.

Thank you for considering this form of a donation.