Giving
Gifts of Stock and Securities
Gifts of appreciated securities -- including publicly traded and privately held stock and mutual funds -- offer a two-fold tax savings because the donor is entitled to take a charitable deduction for the full current value of appreciated securities (held longer than one year), and is able to avoid paying the capital gains tax that would be due if the donor sold the securities.
To initiate a transfer of securities held by a brokerage or commercial bank, notify the broker or bank that you intend to electronically transfer the securities to the college. This can often be done online.
IMPORTANT: Please phone or email the college when you intend to transfer securities so that you will receive proper credit for the gift.
For transfers to Annapolis:
Charles Schwab (1-800-435-4000)
St. John's Account #: 64596078
DTC# 0164, Code 40
St. John's – Annapolis Tax ID#: 52-0591421
St. John's College
60 College Avenue
Annapolis, MD 21401
For transfers to Santa Fe:
Charles Schwab (1-800-435-4000)
St. John's Account #: 8410 9590
DTC # 0164, Code 40
St. John's – Santa Fe Tax ID #: 85-0162247
St. John's College
1160 Camino Cruz Blanca
Santa Fe, NM 87505
For all other types of securities, government notes, bonds, bills, Fed Eligible FNMA, FHLM securities, and GNMA securities or for further information on giving securities or other gifts of personal property, real estate, or insurance contact Barbara Goyette, Vice President for Advancement/Annapolis, via phone 410-295-5554 or e-mail at barbara.goyette@sjca.edu, or Victoria Mora, Vice President for Advancement/Santa Fe, at 505-984-6109 or victoria.mora@sjcsf.edu.