Donating Stock to Guardian Angels For many parishioners there are favorable tax advantages for donating appreciated stock to Guardian Angels Parish. By transferring appreciated stock directly to Guardian Angels the donor not only may take a deduction for the value of the stock but also avoid the capital gains tax. Please consult your tax professional to make sure that this applies to your specific circumstances.
How is stock given?
Electronic Transfer (DTC)
Instruct your broker to transfer (not sell) the stock directly to the Guardian Angels account at UBS Financial Services. The transfer information is as follows: