Stock Donations

Your gift of appreciated stock provides an excellent way to rebalance your portfolio while avoiding tax on long-term gains.*

When you make a gift of stock to St. Vincent de Paul Society, Dayton, we can sell the stock for its full market value and apply the entire proceeds to our ministries without adverse tax consequences.

If you hold stock in certificates, or if you would like to make a gift from a mutual fund, please contact John King at (937) 222-5555, Ext. 400 for assistance.

If you hold your stock in electronic form, you may provide your stock custodian with the following information:

Raymond James & Associates, Inc.

DTC # : 0725

Account #: 555PU706

Account Name: St. Vincent de Paul Society District Council of Dayton, OH

Please direct your custodian to include your full name in the electronic submission, and please contact John King at (937) 222-5555, Ext. 400 or [email protected] to notify us of the number of shares and the stock name. This will help ensure you receive timely written acknowledgement of the value of your gift–and our thanks!

*Information provided here is not intended as tax or legal advice. Please consult your professional advisors for specific assistance.