GIFT OF SECURITIES

Gifts of appreciated securities or stocks can be one of the most advantageous ways of giving to Albertus Magnus High School. Donors receive a tax deduction for the full market value of the stock or security, computed on the day of their transfer, while bypassing all capital gain taxes on the appreciated value of that stock or security. It is the policy of Albertus Magnus to sell all gifts of stock as soon as they have been transferred to its brokerage account.

Send Contributions to the following:

First Clearing Corp.

DTC# 0141

Account Number: # 78529808

Account Name: Albertus Magnus HS

Tax ID: 13-1874149

For assistance please call

Joe Pulio

Registered Client Associate

Accredited Asset Management Specialist (AAMS)

The Burke Rynkar Group

Wells Fargo Advisors LLC

280 Park Ave. - 29th fl West

New York, NY 10017

P:212-338-4245

F: 212-557-1583

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