top of page

Stock Giving

Giving publicly traded securities to Carondelet is easily done and tax-wise.

When you give stocks, bonds, or mutual fund shares that you have held for a year or longer, the IRS allows you to give without recognizing capital gains on the appreciation.

How to make a stock gift

DTC or Electronic Transfer Instructions

DTC or Electronic transfer is the fastest and most secure method for donating securities.

It is a two-step process:

1- Please notify Carondelet High School with your intention to donate securities prior to initiating the transfer of securities to the Carondelet High School
2- Prior notification is critical to identifying your gift of securities, as donor information does NOT transmit through the DTC system.

Broker Instructions to deliver securities to our brokerage account at FRSC:

Deliver to: JPMorgan Securities
DTC: 0443 (Clearing through Pershing LLC)
Account Number: 33L377869
Account Name: Carondelet High School
Reference: {Donor Name-Year} or {Anonymous}

Mutual Fund Instructions

Please contact us at

The following information is required:

Account Number
Share Quantity
Donor Name and Year or Anonymous
Financial Institution

After making your gift

Once you have instructed your broker to make the transfer, please contact Lynne Kenny ’86, Director of Carondelet Fund, at 925.686.5353 x194 or to inform the school of the name of the stock, number of shares, and how you wish to be recognized.

Your broker will be able to provide a value for tax-deduction purposes. Carondelet will value your donation at the median sales price on the day the gift is given.


Make stock gifts while reducing tax obligations. Mike Barry, a Carondelet trustee and parent of two alumnae, explains how.

More Than High School.

Her School.

Schedule a visit today