How to Donate Stock to the Dominican Sisters of Peace

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Donating stock is a meaningful way to support our mission while potentially benefiting from tax advantages.

Follow these steps to make your stock donation:


In step 2, you will see that you need information on the Dominican Sisters of Peace brokerage firm, account numbers, and Depository Trust Company. You can get that information by calling Dee Holleran at (614) 416-1046.

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How to Donate Stock to the Dominican Sisters of Peace

1. Decide Which Shares to Donate
Before initiating the donation, gather the following details about the stock you wish to transfer:

  • Name of the stock
  • Ticker symbol (if publicly traded)
  • Number of shares to be donated
  • Intended transfer date

 

2. Obtain Our Account Information
To complete the transfer, you’ll need the following details from us:

  • Full Name: Dominican Sisters of Peace
  • Address: 2320 Airport Dr., Columbus, OH  43219
  • EIN (Employer Identification Number): 26-3550703
  • Brokerage Firm: [Insert Firm Name]
  • Account Number: [Insert Account Number]
  • DTC (Depository Trust Company) Number: [Insert DTC Number]

In step 2, you will see that you need information on the Dominican Sisters of Peace brokerage firm, account numbers, and Depository Trust Company. You can get that information by calling Dee Holleran at (614) 416-1046.

 

3. Fill Out and Submit Stock Donation Forms

  • Log into your brokerage account and locate the stock donation form.
  • If electronic forms are unavailable, complete a printed form using black ink.
  • Submit the form via mail or fax to your brokerage firm.
  • Keep any confirmation numbers for your records.
  • Ensure your donation is completed by December 31 to receive a tax deduction for the current year.

 

4. Inform Us and Confirm Receipt

  • Once you initiate the transfer, please inform us that your stock donation is on the way by contacting Dee Holleran at (614)416-1046. This helps us properly acknowledge your generous gift.
  • Follow up with your brokerage to ensure the transfer is completed.
  • We will send you a tax receipt that includes:
    • Date of transfer
    • Value of the donation
    • Number of shares donated
    • Stock’s ticker name

 

5. Report the Donation on Your Taxes

  • When filing your federal taxes, report the donation on IRS Form 8283 (Non-Cash Charitable Contributions).
  • Keep all documentation for your records.

Thank you for your generosity and support of the Dominican Sisters of Peace.

Your gift helps us continue our mission of service and peace.

If you have questions or would like more information, please call Dee Holleran, Director of Mission Advancement, at (614) 416-1046.
Have you spoken with your financial advisor about how you can support the Dominican Sisters of Peace?

Stock Planning can be complex, so always consult with a financial advisor or lawyer to ensure that your intended charitable giving is legally sound. This website is not intended to be a substitute for professional legal advice.

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