Donate Stocks
One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Academy of the Holy Names instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.
Please provide the following information in your request when directing your broker to transfer your shares to AHN:
- Academy of the Holy Names
- 3319 Bayshore Blvd
- Tampa, FL 33629
- EIN: 59-0910354
- AHN's DTC Number: 0164, Code 40
- AHN's FBO Account Number: Schwab account #4662-8645
It is important to notify Academy of the Holy Names of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact us at 813-835-3522 or msmith@holynamestpa.org (opens email application).