GIFT OF SECURITIES

Thank you so much for thinking of Saint Elizabeth’s as you make your gift of securities.  We are most grateful for your generosity.   Please contact Anne Sundstrom, Business Manager, at [email protected] or 201.891.1122 Ext. 202 to request electronic transfer (DTC) instructions for the securities you wish to donate to Saint Elizabeth’s.  

STOCKS & OTHER SECURITIES: THINGS TO REMEMBER

To take full advantage of the tax benefits, gift securities you have owned for longer than one year. Do not sell appreciated stock before making your donation. Instead, transfer directly to Saint Elizabeth’s. If you wish to donate depreciated securities, sell the asset first and contribute cash. Please remember, this information is not intended as tax or legal advice. 

Always check with your tax and financial advisor for professional guidance.