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Gifts of Securities

Appreciated securities are an excellent asset to use in making a charitable gift. You can maximize tax savings by receiving an income tax charitable deduction for the fair market value of the appreciated securities, and you will avoid capital gains tax.

How to Notify St. Gertrude of a Gift of Securities

When making a gift of securities to St. Gertrude, please contact Dave Abele in the Business Manager's office. It is extremely important to have complete donor information (Name, address, phone number), the name and type of securities to be gifted (public, private, restricted, mutual fund, etc.), number of shares and the date you intend to make the gift.

Types of Transfers

There are several ways to transfer securities to St. Gertrude: electronic transfer or hand delivery of certificates.

Electronic Transfer (Fifth Third Bank)

The most popular and most efficient way to transfer securities to St. Gertrude is by electronic transfer. If your stock is held at a broker, notify the broker that you wish to make a gift of securities to St. Gertrude. Your broker will need written authorization from you before they can make the transfer. Be sure to tell them the name of the stock that you want to transfer, the number of shares, and where you would like your gift to be designated when it reaches St. Gertrude.

COMPANY NAME: FIFTH THIRD BANK

DTC NUMBER: 2116

ACCOUNT NUMBER: 0104471751BO

ACCOUNT NAME: ST. GERTRUDE

CONTACT NAMES:
Matt Hoffman/Fifth Third Bank
513-534-6330

Mr. Dave Abele/St. Gertrude
(513) 561-5954 ext. 2102

PLEASE BE SURE TO DESIGNATE ST. GERTRUDE PARISH AND DONOR NAME ON THE TRAILER LINE WHEN WIRING STOCK.
Please send a copy of all instruction letters and donor letters naming the donor, type and number of shares to Dave Abele.
Mr. Dave Abele
St. Gertrude Parish
7630 Shawnee Run Road
Cincinnati, Ohio 45243
(513) 561-5954 ext 2102
businessmanager@stgertrude.org

Physical Delivery of Stock Certificates

If your securities are not held at a broker (see Electronic Transfer if they are) then you can hand deliver the certificates directly to St. Gertrude or the Archdiocese of Cincinnati (please notify St. Gertrude if delivered directly to the Archdiocese). Endorsed certificate(s) must include a letter (see sample below), noting your name exactly as it appears on the certificates

NOTE: Please DO NOT mail endorsed certificates! Once the certificate is endorsed, it is legal tender and can be exchanged by anyone.

SAMPLE DONOR LETTER FOR DONATION OF STOCK TO ACCOMPANY PHYSICAL STOCK CERTIFICATE



Date of Transfer



To Whom It May Concern:

With attached certificate(s), I (We), DONOR NAME(S), am contributing NUMBER OF SHARES of NAME OF STOCK to St. Gertrude Parish Offertory/Campaign.


Sincerely,



SIGNATURE

(NAME EXACTLY AS NOTED ON STOCK CERTIFICATE)

cc: St. Gertrude Parish Attn: Dave Abele