Donate Stocks
One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Rosary Academy instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.
Please provide the following information in your request when directing your broker to transfer your shares to Rosary:
- Rosary Academy
- 1340 North Acacia Ave.
- Fullerton, CA 92831
- EIN: 95-2419408
- Rosary's DTC Number: 5409
- Rosary's Account Name: Roman Catholic Bishop of Orange (Diocese)
It is important to notify Rosary Academy of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact us at 714-879-6302 ext. 1107 or kocampo@rosaryacademy.org.