Gifts of Stock / Appreciated Securities
Giving in the form of appreciated securities is an easy way to support Stella Maris Academy, and there are some important benefits. If you have held the stock for more than 12 months, you may be entitled to a tax deduction (both state and federal) at the fair market value. And, you won’t pay capital gains tax.
Important! Please contact Stella Maris Academy (858-454-2461) to notify us of your plans to transfer stock: we’ll need the name of the stock, the number of shares and the trade date. The stock transfer form may require Stella Maris Academy’s tax identification number #27-3979509. Stella Maris Academy is a 501(c)(3) non-profit organization.