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Stock Donations

When you donate stock to charity, you'll take a tax deduction for the full fair market value.

And because you are donating stock, your contribution and tax deduction may instantly increase over 20%, dramatically boosting the impact of your gift.

There is no capital gains tax to pay.

Please consult with your tax professional.

To make a stock gift, please…


…notify The Jesuit Retreat Center via email at tthorpe@jrclosaltos.org or call 650-917-4025 or call/text 415-652-7020 about your intended gift of stock, including:

 

  • Your Name

  • Your Best phone number

  • Your Email address

  • Your Mailing Address for donation confirmation letters

  • Number of shares and ticker symbols

  • Date you contacted your broker to initiate the transfer



…provide your broker with the following information for transfer of stocks to the JRC brokerage account:

 

DTC Clearing Number: 0015

FBO Jesuit Retreat Center of Los Altos

A/C: 178-036618-095

Morgan Stanley

400 Capitol Mall, Ste. 1900

Sacramento, CA 95814


Thank you for considering a gift of publicly traded securities to Jesuit Retreat Center of Los Altos. We are a 501c3 tax-exempt organization.

Our federal tax identification number is 94-1230997.

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