Stock Transfer

Making a gift of appreciated stock is one of the most advantageous forms of giving for tax purposes. You can write off the value of the stock as a gift, plus avoid capital gains taxes. The gift is valued as the fair market price of the stock upon trade. Instruct your broker to transfer shares of stock to Marian using the following information:

Broker: Brian Zahm
D.A. Davidson & Co.
Address: 10250 Regency Circle Suite 500, Omaha, NE 68114
Contact: Kelli Damgaard (402) 392-7810 or kdamgaard@dadco.com
DTC #: 0361
Account Name: Marian High School
Account #: 8711 2714