Gift of stocks or mutual funds

Many people are surprised and pleased to learn that donating appreciated securities that you have owned for at least a year is one of the best and easiest ways to maximize your gifts to the Marian Fathers and other causes you care about.

Benefits:

  • If you donate appreciated securities directly to charity, you do not incur capital gains tax, so your gift is at least 20% more valuable than if you sell your investment and then donate the after-tax proceeds.
  • Your gift is tax deductible for its full value on the date of your gift.

 

How to make your gift:

OPTION A: 

Online: We have an online resource to help transfer appreciated securities directly to the Marian Fathers. It's completely free to use and takes less than 10 minutes. Make your most powerful, tax-savvy gift yet. DO IT NOW

OPTION B: 

If you hold a stock certificate issued in your name, please contact us, and we will send you a packet with instructions and mailing envelopes you will need.

OPTION C: 

If you wish to work directly with your broker, here are the instructions for transferring securities:

  • DTC Number: 8862
  • Account Number: 808-04088
  • Account Title: Congregation of Marian Fathers
  • Our broker: Derek Nolan, Merrill Lynch, telephone (518) 462-8324

Print information sheet

Useful information for you and your advisors.

Federal Tax Identification number:
20-8599030

Legal name:
Marian Fathers of the Immaculate Conception of the B.V.M.

Address:
2 Prospect Hill Road
Stockbridge, MA 01262

Questions? Contact Ellen Miller at 413-298-1380 or [email protected]