Securities

Giving appreciated stocks and mutual funds - owned for more than one year - immediately adds a tax advantage over making the same gift in cash.

To Make a Gift of Securities

1. Provide your bank or broker with detailed instructions of the gift that you would like to make to Verbum Dei Jesuit, including the name of the stock and the number of shares to be transferred from your account to Verbum Dei Jesuit High School at:

2. Please fill out the form below or contact Stephanie Andrade at 323-614-8491 or sandrade@verbjesuit.org to let us know the name of the stock and the number of shares that you will be transferring to the Verbum Dei Jesuit High School account at UnionBanc Investment Services. This information will help us provide you with proper gift acknowledgment on a timely basis.