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Gifts of Stocks or Securities

Gifts of appreciated securities—including publicly traded and privately held stock and mutual funds—offer a two-fold tax savings because the donor is entitled to take a charitable deduction for the full current value of appreciated securities (held longer than one year), and is able to avoid paying the capital gains tax that would be due if the donor sold the securities.

To initiate a transfer of securities held by a brokerage or commercial bank, notify the broker or bank that you intend to electronically transfer the securities to the college. This can often be done online.

IMPORTANT: Please phone or e-mail the college when you intend to transfer securities so that you will receive proper credit for the gift.

Transfer Securities

For Transfers to Annapolis

Charles Schwab (1-800-435-4000)
St. John’s Account #: 64596078
DTC# 0164, Code 40
St. John’s Annapolis Tax ID#: 52-0591421

St. John’s College
60 College Avenue
Annapolis, MD 21401

For Transfers to Santa Fe

Charles Schwab (1-800-435-4000)
St. John’s Account #: 8410 9590
St. John’s Santa Fe Tax ID #: 85-0162247

St. John’s College
1160 Camino Cruz Blanca
Santa Fe, NM 87505

Contact and More Information

For all other types of securities, government notes, bonds, bills, Fed Eligible FNMA, FHLM securities, and GNMA securities or for further information on giving securities or other gifts of personal property, real estate, or insurance contact Laurie Reinhardt, vice president of Development and Alumni Relations, at 443-482-6575 or laurie.reinhardt@sjc.edu, or Phelosha Collaros, vice president of Development and Alumni Relations, at 505-984-6109 or pcollaros@sjc.edu.