How to Transfer a Gift of Stock

An easy way to support Santa Fe Prep is through a transfer of wire or stock. To make a wire transfer, please call Director of Advancement, Kézha Hatier-Riess, at 505.795.7526.

Tax benefits to donors of appreciated stock are substantial: you may claim a deduction equal to the full market value of the stock while avoiding any tax on capital gains.

Here’s what you will need to do:

1) Decide which stock you would like to donate and advise your broker to make a stock transfer for a specific value, rounded up to the nearest share.

2) Call Kézha Hatier-Riess, Director of Advancement, 505-795-7526, to inform her about your gift, or call our broker Chris Parsons ’89, at Wells Fargo Advisors, LLC, 1-800 -777-1401.

That’s all there is to it!

Your generous gift will be gratefully acknowledged upon receipt of the stock transfer to our account. The value of your gift will be determined by the high and low values of the transferred stock as traded on the day the gift was received into the Prep account (per IRS rules).