Why not get 3 benefits from one gift! It’s easy!
By making a stock gift, you receive a tax benefit for the full market value of your gift, you avoid any capital gain on the appreciation and you support the Sisters of Providence!
The Sisters of Providence welcome such gifts and recommend you discuss any such transaction with your financial professional.
How to make the gift.
The easiest way to make a gift of stock is through electronic transfer. It’s also the most secure and expedient way of ensuring your gift is delivered to the Sisters of Providence. If you wish, you can deal directly with our broker at:
Terre Haute Savings Bank
P.O. Box 9629
Terre Haute, IN 47808
FBO: Sisters of Providence Account# 1211018B
Account Number: 001050978110
If you are depositing equities, and they are already in a depository, instruct current custodian to deliver to:
Depository Trust Company
Participant Account 2803
For credit to account number: 001050978110
Agent Bank ID: 26645
Click here to download these simple stock transfer instructions for your financial adviser.
We ask that you e-mail or call the Mission Advancement office to let us know the number of shares and the date of the transfer. Contact Connie Gualano, Planned Giving Manager/Grant Writer, 812-535-2811 or email firstname.lastname@example.org. We want to make sure that you know of our gratitude for your generosity and that you receive acknowledgement and verification of the gift for tax purposes in a timely fashion.
If you are holding a stock certificate that you would like to donate, please contact Connie Gualano, Planned Giving Manager/Grant Writer, 812-535-2811 or email email@example.com for instructions on how to make the transfer.
The Sisters of Providence keep all benefactors, constituents, alumnae/i and companions in daily prayer.