Transfer of Stocks and Real Estate

Transfer of Real Estate

Saint Ignatius has benefited over the years from bequests of real estate. Those who have such gifts in mind can simply deed over a home to the school during their lifetime, continue to live in it the rest of their lives, and enjoy a sizable income tax deduction for making their gift. No money changes hands, no moving trucks appear. It's the contributor's commitment to a good cause that earns the deduction.

Donors may deed their residence to SI, yet retain the right to live in their home for the rest of their life. Donors receive a large charitable contribution and have the assurance that their home will not be taken away from them should they experience financial or medical difficulties in the years to follow.

If you are interested in making a donation to St. Ignatius College Preparatory, you can contact the Vice President of Advancement, Joe Vollert ’84, through the following ways:

Mr. Joe Vollert
St. Ignatius College Preparatory
2001 37th Avenue
San Francisco, CA 94116
Phone: (415) 731-7500, ext. 5319
FAX: (415) 682-5090
Email:  jvollert@siprep.org

Transfer of Stocks

Transferring Stock or Bond Certificates Directly

Thank you for considering a gift of stock to SI. Your generosity ensures that SI will always be able to offer the best possible education at a reasonable tuition. Let us explain how to transfer securities quickly and effectively.

If you are holding the certificates and they are registered in your name, please fill out a the attached form and deliver the securities to Saint Ignatius Development Office in person or by registered mail. For security purposes, the stock certificate need not be signed if sent by mail; the release form will suffice for transfer.

Please make sure you are identified clearly as the owner and let us know how you wish the contribution to be applied (unrestricted gift, Scholarship Endowment, Annual Fund, etc). We will book the contribution on the day received based upon its market value and send you a confirmation with our thanks.

Direct Transmittal from your Broker

For DTC eligible securities, please instruct your broker in writing to transfer securities to one of the following accounts. Also please send a copy of your letter to SI and instruct your broker to FAX a copy of your letter of instruction to our account executive (below) so that we can properly identify and credit the donor when the stock transfer takes place (click here to see a sample letter).

Gifts of stock may be transferred into any of the following Saint Ignatius accounts:

Merrill Lynch/DTC#8862
Account # 204-07A66  
Ignatian Corporation
Attn: Paul Morris
(800) 234-3858
FAX: (925) 935-3643

Charles Schwab/DTC#0164
Account #SF 8767 - 6070
Ignatian Corporation
FAX (415) 636-6332

The Pidgeon Group of
Wells Fargo Advisors LLC/DTC #0141
Ignatian Corporation
Account #6791-9271
Attn: Timothy P. Pidgeon
        Managing Director-Investments
(800) 634-4965
Fax: (415) 291-1291

Your gift to Saint Ignatius will make a big difference for tomorrow's leaders. Thanks again.

Mr. Joe Vollert
Vice President of Advancement
Phone: (415) 731-7500, ext. 5319
FAX: (415) 682-5090
Email: jvollert@siprep.org

 

St. Ignatius College Preparatory is a 501(c)(3) non-profit organization. Tax ID: 94-1451515.

AMDG
St. Ignatius College Preparatory

Courage to Lead; Passion to Serve

2001 37th Avenue San Francisco, CA 94116
(415) 731-7500
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