Gift of Stock & Appreciated Assets
Thank you for your interest in giving a gift of securities to Aquinas Institute. Gifts of stock can be designated to support an area most meaningful to you, or designated to support our school’s unrestricted needs.
Benefits of Giving Stock
A gift of stock, or other appreciated property, entitles you to a tax deduction for the market value of the donated stock. If the stock you wish to donate has been held for more than one year, you can avoid capital gains tax on any appreciation of the stock by donating the stock prior to sale. Aquinas Institute benefits by selling the stock without paying taxes on the gain, and you benefit from making a contribution that would be larger than what you might have been able to donate in cash.
>> Instructions for Electronic Stock Transfer to Aquinas Institute
To have a gift of stock electronically transferred:
- Complete and submit the online transmittal form to Aquinas Institute stating your intention to donate. Alerting Aquinas that the stock transfer is taking place allows us to properly identify, direct and acknowledge your gift. You may also print and mail this information to:
Office of Alumni Relations and Development
1127 Dewey Avenue
Rochester, NY 14613
- Please call us at (585) 254-2020 x1064 to obtain contact information for completing the transaction. Once obtained, instruct your broker to transfer shares to Aquinas Institute. Please note, it is important that your broker does not sell the securities and send us a check. If the broker does this, the tax advantages of making a gift of appreciated stock may be eliminated.
>> Instructions for Physical Transfer of Stock Certificates
To transfer shares held in certificate form:
- Complete and submit the online transmittal form
- Send a signed stock power for each certificate (do not complete power).
- In a separate envelope, send the unendorsed stock certificates to:
The Aquinas Institute
Office of Alumni Relations and Development
1127 Dewey Avenue
Rochester, NY 14613
Please note, if stock is held by more than one person, both must sign names exactly as they appear on the certificate.