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Stocks and Securities

  

 

Appreciated securities are an excellent asset to use in making a charitable gift. You may maximize tax savings by receiving an income tax charitable deduction for the fair market value of the appreciated securities and you may avoid capital gains tax.

Gifts of securities to the Athenaeum/Seminary may be handled in several ways. You may make your gift by mail, by hand delivery, or by electronic transfer.

 

 

Electronic Transfer

Electronic transfer is the most efficient way to transfer securities to the Athenaeum/Seminary. If your stock is held at a broker, notify the broker that you wish to make a gift of securities to The Athenaeum of Ohio/ Mount St. Mary's Seminary. Your broker will need written authorization from you before they can make the transfer. Be sure to tell them the name of the stock you want to transfer, the number of shares, and where you would like your gift to be designated. Also, remind your broker to make sure that your name appears on the transfer as shares are sometimes transferred into our account without notification of donor's name. We also ask that you contact Athenaeum Advancement Services, by email at advancement@athenaeum.edu or by calling (513) 233-6113. Notifying us provides the ability to match your name (donor) with the correct stock gift.

Securities should be transferred directly to The Athenaeum of Ohio/Mount St. Mary's Seminary through:

Company Name:   Fifth Third Bank

DTC Number:   2116

Account Number:   0104471751AB

Account Name:   Athenaeum of Ohio - Mount St. Mary Seminary

Please note that it is imperative to include the donor name in the delivery instructions.

Any further questions can be directed to the Advancement Office at (513) 233-6113 or advancement@athenaeum.edu. Thank you!

 

 

Mailing Stock Certificate

If your securities are not held at a broker you may mail the certificates to:

The Athenaeum of Ohio/Mount St. Mary's Seminary
Advancement Department
6616 Beechmont Avenue
Cincinnati, Ohio 45230

If mailing, send your unendorsed certificate(s) and a cover letter stating that you are gifting this security(s) to The Athenaeum of Ohio/Mount St. Mary's Seminary. The cover letter should include your name, address, and purpose of the gift in one envelope. In a second envelope, mailed separately, send a signed, signature guaranteed, stock power.

We strongly recommend using registered mail to forward your certificates and stock power. Please DO NOT mail endorsed certificates. Once the certificate is endorsed, it is legal tender and can be exchanged by anyone.

 

 

Hand Delivery

Certificates may be given to an Athenaeum Development Officer or delivered to the Athenaeum Advancement Office, 6616 Beechmont Avenue, Cincinnati, Ohio.

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