Gifts of Stock

A gift of appreciated stock is a wise and simple way to make a contribution. Stocks may be transferred electronically to our account.

Before transferring stock, please call the Development Office at 520-797-0107 #510 to notify us.

You may have your own broker transfer gifts of stock to the following professional broker with whom we have our account:

First Allied Securities Account
Mr. Bart Schannep
Schannep Investments
7594 N. La Cholla
Tucson, AZ 85741
520-544-2500
Pusch Ridge Christian Academy Account: 486-38183 630
Electronic transfer DTC #0352

Why appreciated stock?
Let’s say that you want to donate $3,000. Instead of making a cash donation, you could donate $3,000 worth of mutual fund shares that have appreciated in value. If you have owned the stock for at least one year and one day, and the share price has increased in value since you owned it, you can donate the stock and avoid paying the capital gains tax on the stocks increased value. However, you receive the tax benefit of the full $3,000.


The information on this site is not intended as investment, tax, or legal advice. For such advice please contact an attorney, tax professional or investment professional.

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