How to Give

Stock Donations as Legacy Gifts

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Donate Stocks

One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Mount Saint Charles Academy instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.

Please provide the following information in your request when directing your broker to transfer your shares to Mount:

  • Mount Saint Charles Academy
  • 800 Logee Street
  • Woonsocket, RI  02895
  • EIN: 05-0258850
  • Mount's DTC Number:
  • Mount's Account Name: Mount Saint Charles Academy
  • Mount's FBO Account Number:
  • Merrill Lynch Wealth Management
  • Gina M LeClair, ChFC®,CPFA
  • Vice President
    Wealth Management Advisor | Senior Portfolio Advisor
    Certified Plan Fiduciary Advisor
  • Mail Code: RI1-537-23-01
    One Financial Plaza
  • Providence, Rhode Island 02903
  • 401-863-8686-Direct | 800-937-0710-Toll Free | 7401-369-8806-Direct Fax
  • gina_leclair@ml.com-Email

It is important to notify Mount Saint Charles Academy of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact us at 401-769-0310 x 124 or lydonl@mtstcharles.org.

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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.