Advancement » Appreciated Stocks & Securities

Appreciated Stocks & Securities

Gifts of securities to Rosary that have increased in value since you purchased them allow you to take the current market price as a tax deduction, so you owe no income tax or capital gains tax on the increase. Potential benefits include:

  • Avoid paying capital gains tax
  • Receive a charitable income tax deduction
  • Enjoy possible increased income
  • Further Rosary's mission today! 
 
For more information, please call the Advancement Office at 714-879-6302 ext. 107. 
 
INSTRUCTION FOR GIVING STOCK TO ROSARY ACADEMY
 
Step 1. Contact your broker to have the gifted stock transferred to the Orange Catholic Foundation. Below is the information you will need to proceed with the transfer: 
 
General Information
 
Official Name: Orange Catholic Foundation
Corporate Tax ID: 33-0934571 Group #0928
Orange Catholic Foundation Broker: Kevin Tiber
Farmers and Merchants Bank
302 Pine Avenue
Long Beach, CA 90802
562-436-5048
 
Step 2. Please click here to complete the Authorization for Transfer of Gift Securities form and forward to: 
 
OCF Contact:
Ms. Yolanda Wright
Orange Catholic Foundation
Diocesan Pastoral Care
13280 Chapman Avenue
Garden Grove, CA 92840
Email: ywright@OrangeCatholicFoundation.org
Phone: 714-282-3134
Fax: 714-282-3136
 
Questions? Contact:
Rosary Academy
Advancement Department
1340 N. Acacia Avenue 
Fullerton, CA 92831
Email: kocampo@rosaryacademy.org 
Phone: 714-879-6302 ext. 107
 
If the stock gift is in the form of a stock certificate registered in your name(s):
 
Step 1: Deliver the stock certificate(s) plus a signed "Authorization for Transfer of Gift Securities" form to the address above. The donor's or donors' signature(s) on Third Party Release form must be notarized for the school to sell the stock. Your tax deduction is the median price of your stock on the date the stock transfer to the Orange Catholic Foundation or the date you deliver your stock certificates to the Orange Catholic Foundation Office. 
 
Please contact the
 
BEQUESTS
An updated will is the cornerstone of an effective estate plan, and a bequest is a provision in your trust/will to make a gift to Rosary.