Gifts of Securities

Appreciated securities are an excellent asset to make 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.

To make a gift of securities to St. Vincent Ferrer, please contact Marc Greenberg at 791-9030. It is extremely 

important to have the following items:

• complete donor information (Name, address, phone number)
• name and type of securities to be gifted (public, private, restricted, mutual fund, etc.)
• number of shares
• date you intend to make the gift

Securities can be transferred to St. Vincent Ferrer via electronic transfer or hand delivery of certificates. For all 

other details, please contact Marc Greenberg at 791-9030 or at marcg@isoc.net.