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. 

                . The DTC# for Fidelity is 0226
                  (it may show up as National Financial Services)

    Wire funds to:
              JP Morgan Chase Bank, New York, NY 
              ABA Number:   021000021
              For credit to:  National Financial Services, LLC
                                    Account #066196-221
                                    for the benefit of Academy of the Holy Names

    Contact: Rozanne Summerson 
                  Vice President 
                  Hugh Johnson Advisors LLC 

  • Step 3: Contact

    Contact Susan K. Tobin, Director of Development, Academy of the Holy Names, at 518-438-7895 ext. 603 or email 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.


List of 1 members.

  • Photo of Susan Tobin

    Susan Tobin 

    Director of Development and Alumnae Relations
    518.438.7895 x603