Transferring stock, mutual funds or making an IRA Qualifying Charitable Deduction (for St. Johns Supporters 70 1/2 years or older) are wonderful ways to support St. Johns Country Day School, and in many cases offers a tax advantage for our donors. We recommend that you consult with your tax advisor in order to learn more about the advantages of gifting securities to St. Johns.
Before you transfer any gift, please email Ryan Trevett in the Office of Development to notify him of the pending transfer.
How to give securities held by your broker or banker:
1. Electronic Transfer
Please instruct your brokerage firm in writing to make an electronic transfer to:
Electronic transfer to: TD Ameritrade Clearing, Inc.
Account Name: St. Johns Country Day School
Account Number: 495638165
DTC Number: 0188
2. Mailed Stock Certificate
Stock certificates can be mailed as long as the donor signs the back, transferring the stock to St. Johns Country Day School. Please mail to:
More than 550 American corporations match their employees' charitable contributions. In many cases, matching gifts allow donors to double or triple their gift to St. Johns. After confirming that your employer is a matching gift corporation, obtain a matching gift form (usually from your company's human resources office), fill it out, and submit the form to St. Johns along with your gift. St. Johns will then submit the form and other required documentation to the matching gift program.
Planned giving presents an opportunity for donors to structure a gift that not only provides for the future of St. Johns and our students, but also achieves a variety of personal financial objectives for the donor. Deferred gifts may include bequests, life insurance, and trusts.