Alumni and friends may use securities to make a gift to Regis High School. Often, the appreciation on securities is high in relation to their original cost. Stocks held more than one-year present a great opportunity as a gift-giving vehicle. Such a gift affords the donor both income tax and capital gains tax savings. The deduction is based on the fair market value on the day the stock is given to RHS and no long-term capital gains tax is incurred.

If a stock is held by your broker (in the street name), it may be transferred electronically, with minimum effort, to Regis High School.

Please advise us that you have authorized the transfer, so that we may give you the credit you deserve.

The instructions for making a stock gift to Regis High School via electronic transfer are:
Portfolio Managers: Fidelity Investments
DTC#: 0226
Further credit to account#: 677-029327
Account Name: Regis High School
Contact: Donald G. Allison, Regis High School
Telephone: (646) 657-2006
Regis Tax ID#: 13-1624155

For securities in certificate form, please endorse on the back in the same exact wording as the front (owner’s name). Write Regis High School’s Fidelity Account number (677-029327) in the top right corner of the certificate. Write National Financial Services LLC in the blank space between appoint and attorney on the back of the certificate, and then mail to:
Fidelity Investments
Attn: Banking Services Mail Zone KC1N
100 Crosby Parkway
Covington, KY 41015

To help us track your transfer in a timely manner, please inform Regis High School of the company stock you intend to transfer or the approximate value of your gift as well as your stock broker’s name and telephone number. Please alert us by mail:
The Office of Development
55 East 84th Street
New York, NY 10028
Fax: (212) 288-2111 | Phone: (212) 288-1142 | giving@regis.org