How to Give

Stock Donations as Legacy Gifts

Donate Stocks

One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset, and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.

Please provide the following information in your request when directing your broker to transfer your shares to The Adopt-A-Student Foundation or Cathedral High School:

  • Brown Brothers Harriman & Co.
  • DTC Clearing #: 0010
  • Account Number: 0150656 / BBH Investment & Wealth Mgmt
  • For Futher Credit to: THE ADOPT-A-STUDENT FOUNDATION - B BH1045004082
  • For Fquestions, please contact: William Baumer, Chief Financial Officer, Cathedral High School
  • Cathedral High School
  • 74 Union Park St.
  • Boston, MA  02118
  • EIN: 04-6665080

It is important to notify Cathedral High School of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact us at 617-542-2325 x104 or

Questions? Contact Me.

Paula Prifti Weafer, Director, Cathedral Now, Cathedral Forever campaign, Major Gifts, and Strategic Initiatives

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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.