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Giving Stock

Gifts of appreciated stocks or securities may result in significant tax benefits for the donor. When a person owns marketable securities that have a long-term gain and gifts them to Marist School, the donor may be able to take the full fair market value of the security as a charitable deduction on his or income tax return and avoid all capital gains taxes. Your financial manager and the Advancement Office can provide information and assistance.

To download a printable pdf of instructions for giving stock, please click here. Or see instructions below.

Instructions for Giving Stock
Step 1:
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Step 2:
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Thank you for supporting Marist School!
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Giving Stock to Marist School
Giving Stock Instructions
Please click this link to download printable instructions.
Contact Us
Meeghan Fortson
Director of Development
(770) 936-2282
fortsonm@marist.com