Giving Stock and Securities

• Stewardship
  • 2012 Annual Pledge Campaign
  • Giving One's Time and Talent:
    • Volunteer Opportunities
    • Newcomers' Information
  • Giving One's Treasure:
    • Donate Now
      • Pledge to the Annual Campaign
      • Making a General Contribution
      • Giving to a Specific Ministry or Program
      • FAQs About Donating Online
    • Planned Giving
    • Types of Legacy Gifts
    • Sample Bequest Language
    • How your gift will be used
    • The Cathedral Legacy Society
    • Planned Giving Committee
    • Resources to Assist You
    • The St. Mark's Cathedral Foundation
    • Giving Appreciated Stock and Securities
    • Contributing to an Endowment Fund
  • Stewardship Committee
    • Stewardship Committee 2010-11 Mission and Goals
  • Other Resources on Giving

Thank you for considering a gift of stock to Saint Mark’s Episcopal Cathedral. Giving appreciated securities instead of cash can cost you less. By donating securities you have held long term, you may be able to take a tax deduction for their full market value and avoid the capital gains tax. Consult your tax advisor.

Here are some guidelines to assist you in making a charitable contribution to Saint Mark’s by transferring stock into our brokerage account:

1. Send a brief letter of instruction to your broker.

• List the name of the stock and the number of shares to be given.
• Indicate the purpose of your donation (for example, “For my pledge to the Annual Campaign”).
• Include the name, account number, and DTC number of the brokerage firm used by Saint Mark’s Cathedral, as follows:

Morgan Stanley Smith Barney, Inc.
Attn: Gwen Pooley
601 Union Street, Suite 2900
Seattle, WA 98101
Telephone: (206) 464-4070

DTC Number 0015
Account number 108-044368-0-113

For general contributions to Saint Mark’s.

2. Then mail, fax, or email to Saint Mark’s a copy of your letter of instruction. It will serve as a donation letter for our records, and it will prompt us to inform our brokerage firm of a pending donation. You should send it to the following address:

Stewardship Office
Saint Mark’s Cathedral
1245 Tenth Avenue East
Seattle, WA 98102-4398

Fax number: (206) 323-4018
Email: giving@saintmarks.org

For further information, please contact the stewardship associate at giving@saintmarks.org or 206-323-0300, ext. 214.

Thank you for considering a gift of securities to Saint Mark’s Episcopal Cathedral.