Donating Appreciated Stock

Why Donate Appreciated Securities to Saint Thomas Academy?

Donating appreciated securities—like stocks, mutual funds, and bonds you've held for more than a year—is one of the most tax-efficient ways to support Saint Thomas Academy. It's a win-win: you make a significant impact on our Cadets and realize substantial personal tax benefits.

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The Key Benefits

By donating appreciated securities, you can potentially double your tax savings compared to donating cash.

1. Eliminate Capital Gains Tax

When you sell appreciated securities, you have to pay capital gains tax on the profit. However, if you donate those same securities directly to STA, you completely bypass the capital gains tax. This means the full value of your gift goes to supporting our mission, rather than a portion going to taxes.

2. Receive a Federal Income Tax Deduction

You are generally eligible to receive an immediate federal income tax deduction for the full fair market value of the securities on the date of the gift, provided you have held them for more than one year. This deduction can help lower your taxable income.

3. Maximize Your Impact

Because of the tax benefits, you can often make a larger, more significant gift to STA at a lower net cost to you than if you were to sell the stock and donate the cash proceeds. Your generosity directly supports scholarships, academic programs, and the overall development of our young men.

Ready to Make a Gift? 

Making a gift of appreciated securities is a straightforward process.

Transfer Instructions:

Please instruct your broker to transfer shares to the following account:

Detail	Information
Firm	UBS Financial Services, Inc.
Attn	Evans “Mick” Connelly, IV ‘07
Address	8500 Normandale Lake Blvd, Suite 210 Bloomington MN 55437
DTC Number	0221
Account Title	Saint Thomas Academy
Account Number	7N40894
STA Federal Tax ID	41-6045110

Crucial Step: When you initiate the transfer, please instruct your broker to include your name on the transfer notification.

Notify Our Advancement Office:

It is essential that you notify our Advancement Office that you have initiated a transfer. Brokerage firms often transfer shares without the donor's name, and notifying us ensures we properly acknowledge your generous gift and provide you with the correct tax receipt.

Please contact us today with any questions or to let us know a transfer is coming. 

*Always consult your tax advisor before transferring securities.