Gift of Securities Instructions

Giving securities is one of the most tax-efficient ways to give. Gifts of publicly traded securities bought over a year ago that have increased in value can be donated to USML/Mundelein Seminary. The donor is entitled to a charitable deduction of the value of the securities. In addition to the tax deduction, donors avoid all capital gains taxes. This makes for a double tax savings!

Information for Electronic Stock Transfer to USML/Mundelein Seminary

Account# ESR-005570
DTC# 0226
Tax ID# 36-2170826
Broker Address William Blair & Company
222 W. Adams St.
Chicago, IL 60606
Broker Telephone (312) 364-8373 | Erica Hullinger
Broker Email ehullinger@williamblair.com

Please contact our organization via mail, e-mail, facsimile, or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Harve Schlachter, Director of Planned Giving at 847-970-4952. You are encouraged to leave a voice message or email message if no one answers. The facsimile number is (312) 236-6223. If sending email, please use the Contact Us link on the left.

Thank you for your support of our organization.

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