Giving

Stocks & Securities

A Great Way to Give

Gifts of stocks and securities are a wonderful way to support Academy of the Holy Names.  The full market value of the stock may be deducted as a charitable contribution and you can bypass all capital gains taxes.

When making a gift of marketable stocks and securities, be sure to transfer ownership to Academy of the Holy Names.  Do not sell the stock or securities on your own.  This protects you from the capital gains on any appreciation.

3 Steps to Follow:

List of 3 items.

  • Step 1: Gift Size

    Decide the size of your gift in terms of the number of shares you wish to transfer to Holy Names.
  • Step 2: Broker Instructions

    Instruct your broker to make the transfer to the Academy of the Holy Names account with Fidelity. 
    • Fidelity DTC # is 0226  (it may show up as National Financial Services)
    • Academy of the Holy Names Fidelity Account Number (choose one account below for where you would like your gift to be directed)
      1. Account number for AHN Annual Fund: 656-361500
      2. Account number for AHN Capital Campaign: 656-848885
      3. Account number for AHN Endowment: 656-360867
    If you are unsure about what account number to use, please call our office at 518-438-7895 ext. 219 (Nora Ritinski) or ext. 603 (Susan Tobin) to assist you.
     
    When wiring cash, please use the following information:
    • Wire to: JP Morgan Chase Bank, New York, NY
    • ABA Number:   021000021
    • For credit to:     National Financial Services, LLP, Account #066196-221
    • For the benefit of Academy of the Holy Names Account Number (choose one account below for where you would like your gift to be directed)
      1. Account number for AHN Annual Fund: 656-361500
      2. Account number for AHN Capital Campaign: 656-848885
      3. Account number for AHN Endowment: 656-360867
     Contact: Rozanne Summerson
                   Vice President, Hugh Johnson Advisors LLC
                   518-641-6859, rsummerson@hjadvisors.com
     

  • Step 3: Contact

    Once you have made a stock gift, please let our office know so we can confirm the gift with Hugh Johnson.

    Contact Nora Ritinski, Director of Institutional Advancement, at 518-438-7895 ext. 219 or nritinski@ahns.org to notify her that you have made a gift of stock to the school.

    This step is very important so that Holy Names is aware of your gift and can process and acknowledge it in a timely manner.

Contact:

List of 2 members.

  • Photo of Nora Ritinski

    Nora Ritinski 

    Director of Institutional Advancement
    518.438.7895 x 219
  • Photo of Susan Tobin

    Susan Tobin 

    Director of Development and Alumnae Relations
    518.438.7895 x603