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Gift Planning

With gift planning, you can provide long-lasting support for our organization while enjoying financial benefits for yourself.

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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Roger Bacon High School.

Flowchart: Donor makes a gift of stocks or bonds to RBHS.

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - The most efficient way to make a stock donation to Roger Bacon High School is through an electronic transfer of the stock from your brokerage account to Roger Bacon's brokerage account. This avoids the need for additional time and paperwork that may result from physically delivering a stock certificate.

Roger Bacon's Brokerage Account Information is:
DTC Agent: US Bank – Attention Kim Whited
DTC Number: 2803
Account Title: Roger Bacon Endowment Fund
Account Number: 19-0530
RB Federal Tax ID: 31-0536691

Please instruct broker to include your name on the stock transfer gift, as US Bank only receives the number of stock and the amount. They do not receive the name of the donor.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.