Gifts of appreciated securities are an excellent way to make a gift to Loyola. Donors receive a charitable tax deduction for the fair market value of the securities on the day that they are transferred, and they avoid taxes on capital gains.
To transfer shares electronically to Loyola a donor should contact his/her broker. The donor should also advise Loyola’s Advancement Office, preferably by phone, that he/she has authorized the transfer, including donor’s name, stock name, number of shares, transfer date, and purpose of gift as our broker does not receive notice of who transferred the stock.
Loyola School’s Broker: Seaport Securities
Account Name: Loyola School
Account Number: S2K001144
DTC Number: 0226
Attention: Tom Gregg
Phone Number: 212-482-8689 or 800-SEAPORT
For additional information, or to advise of a transfer of stock, please contact James Cappabianca, Vice President for Advancement, at 646-346-8147 or via email at firstname.lastname@example.org