How to Give

Stock Donations as Legacy Gifts

Donate Stocks

One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Gwynedd Mercy Academy High School 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 Gwynedd Mercy:

  • Gwynedd Mercy Academy High School
  • 1345 Sumneytown Pike
  • Lower Gwynedd, PA  19002
  • EIN: 23-1740598
  • Gwynedd Mercy's DTC Number: 0164
  • Gwynedd Mercy's Account Name: Gwynedd Mercy Academy High School
  • Gwynedd Mercy's FBO Account Number: 84144426

Prior to the transfer, please be sure to notify Colleen Belz Frascatore '89, Director of Advancement, with the name of the stock and number of shares so Gwynedd Mercy can ensure your gift is received and processed accurately. Colleen Belz Frascatore can be reached at or 267-946-0948.

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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.