Stocks & Securities

A gift of long-term appreciated securities may provide you with greater tax advantages than a gift of cash. You may deduct the current fair market value as a charitable gift and avoid any capital gains tax on the appreciation. Thank you for considering a stock gift to advance our Jesuit mission of women and men for others.

Here are directions for gifts of stock to Loyola Academy, an IRC 501(c)(3) non-profit organization:

1. Notify Loyola Academy, attention Tammy Tsakalios at ttsakalios@loy.org or 847.920.2435
2. Contact your broker with the following information for making a transfer to us through the Depository Trust Company (commony called a DTC Transfer):
   • Our custodian account is with U.S. Bank N.A.
   • Account #: 5000734-001, Loyola Academy
   • DTC Participant #: 2803 U.S. Bank N.A.

Pleae ask your broker to be sure your name is included in either the "reference" or "note" field on the DTC transfer form.

Another means of maintaining holdings of stock is to take delivery of the stock (receive the stock certificate) when purchasing. To sell or transfer stock when a physical certificate is held by the owner, a manual transfer must occur. The owner needs to take or mail the stock certificates to the new owner, a bank or brokerage company (for them to transfer), or to the company's transfer agent.

Loyola Academy Tax ID Information: 36-2367981

Questions? Contact Tammy Tsakalios at ttsakalios@loy.org or 847.920.2435