A gift of appreciated stock generally offers a two-fold tax saving: avoiding capital gains tax on the increase in value of the stock and providing an income tax deduction for the full market value of the stock at the time of the gift. Gifts of stock are valued at the median price on the date of transfer to The Cathedral School. To donate appreciated securities please download the Stock Transfer Form here, fill it out, scan it, and send it to Elizabeth Oswald at email@example.com.
If you have a Vanguard Account and would like to donate Vanguard mutual fund shares, please contact Elizabeth Oswald at firstname.lastname@example.org for further instructions.
Matching Corporate Gifts
Many employers will match employees’ donations. This opportunity presents an additional source of income for The Cathedral School and an easy way to leverage your gift into a larger donation. To find out if your company participates in a matching gift program, check with your Human Resources Department or log on to www.matchinggifts.com/cathedralnyc.
Donors must initiate the Matching Gift process, so be sure to secure the proper forms to forward with your gift to the school. Donors to Cathedral are given credit for both their original gift and any matching gift they secure.
Items such as computers, software, professional services, and athletic equipment that provide operational savings and meet specific needs may be donated to The Cathedral School. The school does not assign a dollar value to gifts-in-kind.
Donors may consider giving through such means as life insurance, bequests, or charitable trusts. Gift planning can be a way to reduce or avoid estate and inheritance taxes. We encourage you to speak with your financial planned when considering any type of planned gift.
The school is pleased to provide you, your attorney, accountant, or tax advisor with additional information and assistance. Keep in mind that this information is general in nature. Always contact your professional tax advisor to learn how this general information relates to your individual circumstances. We are most grateful for your philanthropic support.