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:
Morgan Stanley Smith Barney
Attn: Margaret Kimmel
P. O. Box 387
Evansville, IN 47703
Phone: (800) 457-3177
Account #: 657-01326-10-330
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 us at email@example.com or at (812) 535-2806. 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 Jennifer Drake at (812) 535-2806 or by e-mail at JDrake@spsmw.org for instructions on how to make the transfer.
The Sisters of Providence keep all benefactors, constituents, alumnae/i and companions in daily prayer.