Gift of Stock or Securities

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Saint Thomas More welcomes gifts of appreciated stock, mutual fund shares, and other securities. Donating appreciated assets held for more than one year is one of the most tax-smart ways to give — you may avoid capital gains tax entirely while receiving a charitable deduction for the full fair market value of the securities on the date of transfer.

To initiate a stock gift, please share the transfer information below with your broker and use the notification form to alert our parish office. This helps us ensure your gift is properly received, documented, and acknowledged — and directed to a specific ministry or fund if you wish.

Saint Thomas More School and Saint Thomas More Church share the same legal name and tax ID, so your gift may look the same on your end either way. Please tell us where you’d like it to go:

- Saint Thomas More School (Annual Fund, tuition assistance, scholarships, etc.)
- Saint Thomas More Church (parish ministries, capital campaign, general parish support, etc.)

When you notify us of your transfer, please include whether the gift is for the school or the parish. Brokerage transfers don’t carry that detail, so we rely on your note.

If we don’t hear from you, a gift will go to the parish’s general fund.

We are grateful for your generosity and your trust in our mission.

TRANSFER INFORMATION

Legal Name
Church of Saint Thomas More
EIN/Tax ID number
41-0694738
Address
1079 Summit Ave, Saint Paul, MN 55105
Email
nruiz@morecommunity.org
Phone
(651) 227-7669
Broker Institution
Operose Advisors
Broker Address
731 N Water St Suite 790, Milwaukee, WI 53202
Operose Investment Account Name
St. Thomas More Catholic Community Fund
Account Number
88077461
DTC / Electronic Transfer Number
Schwab 0164

 

Questions?
Contact Brennan Hall
Director of Stewardship & Development

bhall@morecommunity.org
(651) 227-7669 x 163