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, 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 call Helen Fahey at (937) 234-7988 for assistance.
If you hold your stock in electronic form, you may provide your stock custodian with the following information:
Receiving Agent: Charles Schwab Co., Inc.
DTC Number: 0164
Account Number: 55420473
Please direct your custodian to include your full name in the electronic submission, and please contact Helen Fahey at (937) 234-7988 or firstname.lastname@example.org 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.