Stocks & Securities

A gift of long-term appreciated securities may provide you with greater tax advantages than a gift of cash. You may deduct the current fair market value as a charitable gift and avoid any capital gains tax on the appreciation. Thank you for considering a stock gift to advance our Jesuit mission of women and men for others.

Here are directions for gifts of stock to Loyola Academy, an IRC 501(c)(3) non-profit organization:

1. Notify Loyola Academy, attention Tammy Tsakalios at ttsakalios@loy.org or 847.920.2435
2. Contact your broker with the following instructions
   • Our account contact at Depository Trust Company
   • Account #: 5000734-001
   • Participant #: 2803 U.S. Bank N.A.

Another means of maintaining holdings of stock is to take delivery of the stock (receive the stock certificate) when purchasing. To sell or transfer stock when a physical certificate is held by the owner, a manual transfer must occur. The owner needs to take or mail the stock certificates to the new owner, a bank or brokerage company (for them to transfer), or to the company's transfer agent.

Loyola Academy Tax ID Information: 36-2367981

Questions? Contact Tammy Tsakalios at ttsakalios@loy.org or 847.920.2435