St. Vladimir’s Seminary welcomes gifts of securities, including publicly traded and privately held stock and mutual funds. Supporters either have their broker or investment manager transfer stocks to us electronically, or give us stock certificates that they have in their personal possession.
Gifts of appreciated securities offer a two-fold tax savings. The donor is entitled to take a charitable deduction for the full current value of appreciated securities (held longer than one year) and is also able to avoid paying any capital gains tax that would be due if the donor sold the securities.
Giving stocks and bonds electronically to St. Vladimir's Seminary
Giving securities electronically (also known as a “DTC transfer”) requires specific instructions to your broker, as well as sending us a letter stating that the securities are a gift for the seminary and also stating the purpose of the gift.
Please utilize one of the folowing instruction to complete your donation to St. Vladimir's Orthodox Theological Seminary:
Please instruct your Broker/Agent to transfer your securities:
Charles Schwab & Co., Inc.
DTC Clearing 0164, Code 40
For the account of St. Vladimir's Orthodox Theological Seminary
Account number 8411-9009
Wired Funds Instructions:
111 Wall St
NY, NY 10005
FBO Charles Schwab & Co., Inc
Account number 40553953
Further credit to: St. Vladimir's Orthodox Theological Seminary, account 8411-9009.
Please send the seminary a letter to let us know that you are making a gift securities and how you would like for us to use your gift. You can fax this letter to us at (914) 961-4507, or you can mail it to:
St. Vladimir's Seminary
Office of Advancement
575 Scarsdale Rd
Yonkers, NY 10707
Mailing stocks or bonds to St. Vladimir's Seminary
Giving securities by mail requires sending four different documents: (1) the stock or bond certificate(s), (2) a letter stating that this is a gift for the seminary and also stating the purpose of the gift, (3) an Irrevocable Stock or Bond Power form, and (4) a notarized Third Party Release form for each certificate. If you physically have the stock certificates in your possession and would like to mail them to us, please contact the Office of Advancement for detailed instructions.
Many employers will match charitable donations to schools and universities. If your company matches, this multiplies your generosity at no cost to you. Please contact your company’s human resources department for information about gift matching. If you already have a gift matching form, please send it in the same envelope as your gift letter.
Please contact the Office of Institutional Advancement at (914) 961-8313 x317 or email firstname.lastname@example.org if you have any questions. Thank you again for your generous support and for being a part of our mission and work!