Giving Stock Makes Good Financial Sense
Donating stock to John Paul II is a meaningful, effective way of support. It makes good financial sense, too. Giving stock held more than 12 months offers a two-fold tax savings. If the stock has appreciated in value you will see significant income-tax savings, since there is no capital gains tax when appreciated securities are given to a nonprofit.
JPII welcomes all stock and mutual fund transfers, with no minimum requirements. Stock brokers require instructions in writing. This form will help.
You will need to provide one copy of the form to your stock broker, and mail, fax or email one copy to us at the Central Offices of Ascension Catholic Academy, 1723 Bryant Ave. N, Minneapolis, MN 55411
It is important to notify us when you have completed your request to your broker to ensure that your gift is properly credited. If you have any questions on gifts of stock, please call Alison James, Lead Gift Officer, at (612) 483-4783.