Giving Stock & Mutual Funds to St. Paul's
Appreciated stocks owned for more than one year can be donated to St. Paul’s Episcopal Church and may be deducted for income tax purposes at full fair market value on the date of the transfer, with no significant capital gain tax liability.
Please contact Heather Studenberg, Parish Administrator, via email to advise us of your gift so that we may notify our broker to be expecting your gift.
Our broker's contact information is as follows:
Rick LaLance, Managing Director of Investments
Raymond James Financial Services, Inc.
214 W College St. FI 3D, Murfreesboro, TN 37130