Donate Stocks
One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Junípero Serra 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 Serra High School:
- Junípero Serra High School
- 451 West 20th Ave
- San Mateo, CA 94403
- EIN: 94-1156697
- Serra High School's DTC Number: 0352
- Serra High School's Account Name: Junípero Serra High School
- Serra High School's FBO Account Number: #52098151 c/o JP Morgan Securities Co., LLC
It is important to notify Junípero Serra High School of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact us at (650) 345-8207 or Jlangridge@serrahs.com.