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Stocks/Securities

Appreciated securities are an excellent asset to use in making a charitable gift. You can maximize tax savings by receiving an income tax charitable deduction for the fair market value of the appreciated securities and you may avoid capital gains tax. Your broker can electronically transfer stock directly to Archbishop McNicholas High School.

Gift of Stock/Securities Certificates Stock certificates may be delivered to the business office. If mailed, the certificate should be in one envelope and power of attorney sent under separate cover.

Please mail documents to:
Archbishop McNicholas High School Development Office
6536 Beechmont Avenue
Cincinnati, OH 45230

Electronic Transfer

  • DTC Number: 8862
  • DTC Agent: Merrill Lynch
  • Account Title: McNicholas High School
  • Account Number: 636-03049
  • Our contact person at Merrill Lynch is:
    Mr. Trey Baumgartner 
    Merrill Lynch
    5905 E. Galbraith Rd., Suite 7000
    Cincinnati, OH 45236 
    Phone: (513) 985-5885 or toll free 800-456-6416

Questions?
Please contact John Jorden at (513) 231-3500, ext. 5190.

To insure proper credit of your gift…
Please notify the Development Department at (513) 231-3500, ext. 5814 when preparing to electronically transfer stock. Donor names are not listed on the stock transfer notices that are sent to the school. Please provide your name and the stock to be transferred.

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