Stock Gifts

Students sitting at a table for an event

 

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.

Instructions to complete your donation to St. Vladimir's Orthodox Theological Seminary are as follows:

For Stock Donations

Please instruct your Broker/Agent to transfer your securities to:

Charles Schwab & Co., Inc.
DTC Clearing # 0164, Code 40
For the account of St. Vladimir’s Orthodox Theological Seminary
Account number 6312-9788

For Wires or ACH (Automatic Clearing House) Donations

Please send your donations to:

Bank NameJPMorgan Chase Bank, N.A.
Bank Address270 Park Avenue, New York, NY 10017
Bank Routing (used for US Wires)021000021
Bank Routing (used for ACH)021000021
SWIFT Code for International WiresCHASUS33
Account/Business NameST. VLADIMIR'S ORTHODOX THEOLOGICAL SEMINARY
Account #717988359
Account typeChecking

St. Vladimir's Seminary EIN/Tax ID is: 13-1656625

Please send the seminary a letter via postal mail, fax, or email to let us know that you are making a gift of securities. Indicate how you would like for us to use your gift. 

St. Vladimir's Seminary
Office of the CEO
575 Scarsdale Rd
Yonkers, NY 10707

Email: Peter Kopcha, CFO, at pkopcha@svots.edu
Fax: (914) 961-4507

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 Peter Kopcha at the Office of the CFO at (914) 961-8313 x304, or email pkopcha@svots.edu if you have any questions. 

Thank you again for your generous support and for being a part of our mission and work!

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