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. Your gift may be electronically transferred to St. Stephen’s Episcopal School account at:
Stephen’s Inc. Attn: Lisa Maas 100 Congress Ave Suite 150 Austin, TX 78701 512-542-3284 (p) 512.542.3275 (fax)
Account # 530856213 DTC Number: 0419
Please notify Joanna Sarrett, advancement data manager at St. Stephen’s, and Lisa Maas of Stephen’s Inc. of your gift, including the name of the stock and the number of shares you are transferring.