Year-End Giving Strategies

As the end of the year approaches, you may be considering a financial contribution to St. Louis University High. The links below are available as a resource for you as you consider the best avenues for your philanthropic giving.

Note: The information below is for reference only. Please consult your tax advisor to understand your specific situation.

Gifts of Marketable Securities

Using publicly-traded stock to make a gift to St. Louis University High School can be a tax-wise method of giving, especially if the stock has appreciated in value since you acquired it. Talk to your tax professional to see if the last weeks of 2017 are the right time for you to make a gift of securities.

Giving appreciated stock saves you tax dollars in two ways: First, you will receive an income-tax deduction for the current value of the stock. This value is the average of the high and low trading price on the transfer date. Second, you avoid paying the tax on the capital gain of the stock.

PLEASE NOTE: The last business day of 2017 is Friday, December 29. If you are considering a gift of stock or other marketable securities, the asset(s) must transfer into SLUH’s account no later than December 29 to be included in the 2017 tax year. Please consult with your tax or financial advisor to determine if your asset(s) can transfer to SLUH in time to qualify for 2017.

CLICK HERE for transfer instructions.

So that we can be sure to accurately match the donation to you, please alert us that you have made a gift of stock by contacting:
Donna Sokolowski, Advancement Dept. Assistant
(314) 269-2084 | dsokolowski@sluh.org

Gifts of Cash/Check/Online Donations

Checks can be made out to "SLUH" and mailed to:
St. Louis University High
Attn: Advancement Office
4970 Oakland Avenue
St. Louis, Missouri 63110

Gifts must be dated and post-marked on or before December 31 to be included in the 2017 tax year. Gifts received after this date will be considered 2018. (Reminder: SLUH operates on a July 1-June 30 fiscal year)

If you have questions or need assistance, please contact:
John Penilla '99, Director of Annual Giving
(314) 269-2170 | jpenilla@sluh.org

Give Online Now

Gifts from an IRA Distribution

If you are 70 ½ or older and have a traditional Individual Retirement Account (IRA), you can use your required minimum distribution to give to SLUH through an IRA Charitable Rollover gift.

To make a gift from your IRA, contact your IRA custodian and ask that your distribution be a charitable rollover to SLUH and include your name and address in the transfer.

For more information, contact:
Melissa Jones, CFRE, Vice President of Advancement
(314) 269-2186 | mjones@sluh.org

Gifts that produce income

Charitable Gift Annuities (click here for more information) and Charitable Remainder Trusts (click here for more information) allow donors to support St. Louis University High School and feel confident that they have dependable income in their retirement years.

For more information, contact:
Melissa Jones, CFRE, Vice President of Advancement
(314) 269-2186 | mjones@sluh.org

Matching Gifts

Many companies offer a Corporate Matching Gifts program to encourage their employees to be charitable. Click here to see if your company matches gifts.

If you have any questions or want to alert SLUH to a Matching Gift you have requested, contact:
Donna Sokolowski, Advancement Dept. Assistant
(314) 269-2084 | dsokolowski@sluh.org

Information

Online gifts must be made prior to January 1, 2018 to be included in the 2017 tax year. Mailed gifts must be post-marked and dated 12/31/17 or earlier to be included for 2017.

SLUH operates on a July 1-June 30 fiscal year.

If you have questions, please contact the Advancement Office at (314) 531-3062.

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