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Stocks and Securities
Donations of appreciated stock or securities are an easy and cost-effective way to support the School.
When you transfer ownership of holdings, you receive a charitable deduction for their full market value – and incur no capital gains tax (subject to IRS deduction limits).
The following information is needed when making a gift of stock:
When you transfer ownership of holdings, you receive a charitable deduction for their full market value – and incur no capital gains tax (subject to IRS deduction limits).
The following information is needed when making a gift of stock:
ACCOUNT NAME: St. Timothy’s School
ACCOUNT NUMBER: 21-46-001-3754755
DTC NUMBER: 2616
TAX ID NUMBER: 52-0591488
REFERENCE: 21460013754755
St. Timothy’s School Stock Gifts
BROKER CONTACT:
Lauren A. Kast
Vice President / Relationship Advisor
Institutional Asset Management
Charitable & Endowment Department
PNC Bank, N.A.
One East Pratt St., 5th Floor East
Baltimore, MD 21202
Phone: 410·237·5561
Fax: 410·237·5195
lauren.kast@pnc.com
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ACCOUNT NUMBER: 21-46-001-3754755
DTC NUMBER: 2616
TAX ID NUMBER: 52-0591488
REFERENCE: 21460013754755
St. Timothy’s School Stock Gifts
BROKER CONTACT:
Lauren A. Kast
Vice President / Relationship Advisor
Institutional Asset Management
Charitable & Endowment Department
PNC Bank, N.A.
One East Pratt St., 5th Floor East
Baltimore, MD 21202
Phone: 410·237·5561
Fax: 410·237·5195
lauren.kast@pnc.com
