Marian Middle School

Call us at

314.771.7674

Stock Gift

A Smart Way to Light
Her Way

When you choose to give a gift of stock—you are investing in the future of our girls. Donating securities is a wonderful way to increase the impact of your generosity. By gifting stock directly to Marian, you can often give more than you could with cash, all while saving on capital gains. It’s an impactful way to ensure our girls have the resources they need to break the cycle of poverty–for both you–and Marian!

How to Share a Gift of Securities

  1. Chat with your broker: Your financial advisor can help you decide which assets make the most sense for your goals. They will handle the “heavy lifting” of the direct transfer to Marian, and communicate directly with us.
  2. Send your gift to our Marian account: Please share these details with your broker to move the securities directly into our care:
    • Our Broker: Detalus (Attn: Jeff Holley)
    • Phone: 314.997.3191
    • DTC #: 0443
    • Account Name: Marian Middle School
    • Account #: AIH001182
  3. Let us know it’s coming: Unlike a check, stock transfers sometimes arrive without the donor’s name attached. Please reach out to Kristin Gumper, Director of Development, at kgumper@mms-stl.org or (314) 630-5459 so we can look out for your gift, send your tax receipt, and—most importantly—thank you for supporting our girls.

A Note on Timing

To count your gift toward the current tax year, the transfer needs to be completed by December 31. We recommend starting a few weeks early, as tax laws recognize the date the stock arrives in Marian’s account rather than the day you tell your broker to send it.

Although Marian is closed during the Christmas holiday, rest assured that we will ensure your letter reflects the proper calendar year, based on the date that the transfer entered into Marian’s care.

Explore Marian’s Giving Opportunities

Give Today

Give Today

Monthly Gift

Monthly Gift

Starlight Club

Starlight Club

Other Ways to Give

Other Ways to Give

Volunteer

Volunteer

Donors and Supporters:

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Marian Middle School

Educating Girls for Life

4130 Wyoming Street | 63116

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