Gift of Appreciated Securities

A Tax-Savvy Way to Benefit from Growing Assets

Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to the St. Paul's Foundation. Making a gift of securities or mutual funds to the general endowment fund or to a named endowment fund greatly expands the Foundation’s ability to help St. Paul’s School while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds to the St. Paul’s Foundation, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Securities are most often used to support our work in the form of:

An outright gift. When you donate securities to St. Paul's Foundation, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20%.

A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid to one or more persons or charities after your lifetime.

Additional ways to fund your gift:

*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.

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Next Steps

  1. Contact Dr. Mark Foley at 251-404-9601 or Foundation@stpaulmobile.net for additional information on appreciated securities.
  2. Seek the advice of your financial or legal advisor.
  3. If you include St. Paul's Foundation in your plans, please use our legal name and federal tax ID.

Legal name: St. Paul's Episcopal School Foundation, Inc.
Address: 161 Dogwood Lane, Mobile, AL 36608
Federal tax ID number: 49-17208

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