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Gifts of Securities

When planning to make a gift of securities to Mount Mercy Academy, please notify the Office of Institutional Advancement at (716) 825-8796 x 324 or by emailing development@mtmercy.org.

 

Marketable securities

Gifts of publicly traded securities that have appreciated in value give you to the opportunity to claim a charitable deduction for the full market value of the securities on the date the gift is made.  You pay no capital gains tax on the appreciation.

 

Closely held securities

Gifts of stock in closely held corporations can result in substantial tax benefits in the form of charitable deductions and avoidance of taxes on capital gains.  Closely held securities can be especially attractive in funding charitable remainder trusts or charitable remainder lead trusts.  Because special regulations apply to these kinds of gifts, Mount Mercy encourages you to consult your tax adviser as well as the school’s development staff when considering such a gift.

 

Electronic stock transfers via DTC (Depository Trust Company)

Mt. Mercy Academy, Buffalo, New York
Gifts for Unrestricted Purposes and Non-Scholarship/Financial Aid:
Schwab Account #9575-8781

Mt. Mercy Academy, Buffalo, New York
Gifts of Securities to Support Scholarships, please direct to:

  • Merrill Lynch – Scholarship Account
  • Stock Transfer Information
  • Merrill Lynch
  • DTC # 8862

For benefit of: Mount Mercy Academy

  • Account #81C-04251

Click here for a PDF version of these instructions

"Mercy is more than just a school. Mercy is my second home and a shoulder to lean on. Mount Mercy has given me the confidence and resources to pursue my passions and make the world a more inclusive place, propelling me to take strides into male-dominated fields. Mercy blessed me with an environment to grow intellectually and in the community, giving me the foundation to make a tangible impact while making lifelong friendships."

Adrianna Awald

Class of 2022

College Acceptances

Where our Mercy Girls go