Gifts of appreciated securities and stock can be very beneficial — both to you and to St. Stephen’s Episcopal School. You may receive an income-tax deduction equal to the fair market value of the securities, as well as reduce or eliminate capital gains taxes.
Please notify Sharon Sparlin, advancement services associate at St. Stephen’s, and Lisa Maas of Raymond James of your gift, including the name of the stock and the number of shares you are transferring.
Your gift may be electronically transferred to St. Stephen’s Episcopal School account at:
CFM Wealth Partners
Attn. Lisa Maas
Raymond James & Associates
3500 Jefferson Street, Suite 315
Austin, Texas 78731
(512) 366-3924 direct phone and fax
DTC #: 0725
St. Stephen’s Episcopal School Account #403V9190