Gifts of Securities

Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to Sisters of Providence that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains tax is not due on gain in the donated securities.

Information for Electronic Stock Transfer to Sisters of Providence
Legal Name Sisters of Providence of Saint Mary-of-the-Woods Indiana
Account# 01010039793001
DTC# 2116
Tax ID# 35-0868174
Financial Institution Terre Haute Savings Bank

If you need assistance, please contact Connie Gualano, Planned Giving Manager (812-535-2811) or Harve Schlachter, Director of Development (812-535-2801) for instructions on gifting securities to the Sisters of Providence. The fax number is 812-535-1009. We will work with your broker regarding transfer instructions to help facilitate the transfer of your gift.

Thank you for your support of the Sisters of Providence.