PDF: Instructions for Gifting Publicly Traded Securities to St. Louis U. High

Gifts of publicly-traded securities can be a tax-wise method of giving because you:

• may claim a charitable tax deduction based on the gift’s full fair-market-value (average of the high and low trading price on the transfer date) of the security.
• avoid paying capital gains tax on the security if it has appreciated since you acquired it.

If you plan to initiate a securities transfer to SLUH, please refer to the instruction sheet linked here and contact us so we can assure the transfer is complete and the gift is attributed to the appropriate donor.

Contact: Amanda Antony, Database Coordinator
(314) 269-2084 | aantony@sluh.org

Donor-advised funds (DAF) are charitable giving vehicle that allows donors to make charitable contributions at any time, with an immediate tax benefit, while maintaining flexibility on timing for grants.  

You transfer cash or other assets to a tax-exempt sponsoring organization such as a public foundation. You can then recommend – but not direct – how much and how often money is granted. In addition, you avoid the cost and complexities of managing a private foundation.

In return, you qualify for a federal income tax charitable deduction at the time you contribute to the account. This also allows for a centralized giving and record-keeping system in one location.

For more information, contact:
Linda Domeyer, Director of Leadership Giving
(314) 269-2113 | ldomeyer@sluh.org

Individuals 72 and older must take a Required Minimum Distribution from their traditional IRA each year (note: this requirement was waived in the 2020 tax year under the CARES Act). This RMD can be directed as a Qualified Charitable Distribution (QCD) to reduce taxable income.

Additionally, those 70 1/2 and older can make a QCD up to $100,000 that will reduce their taxable income.

Individuals should contact their IRA custodian to request a direct QCD be made to SLUH.

CLICK HERE to learn more about your options to give from your IRA.

To make a gift from your IRA to SLUH, contact your IRA custodian and request that a Qualified Charitable Distribution be made to SLUH. 

For more information, contact:
Linda Domeyer, Director of Leadership Giving
(314) 269-2113  |  ldomeyer@sluh.org

Portions of the CARES Act of 2020 have been extended into the 2021 tax year.

Benefit for those who DO NOT itemize
Individuals can take an "above the line deduction" for up to $300 in charitable contributions in 2021. Couples who file jointly can take an above-the-line deduction of up to $600 in cash contributions. 

Charitable Contribution Deduction Limit Remains at 100% of AGI
The temporary suspension of the 60% charitable contribution deduction limitation has been extended into 2021 for qualified cash contributions. Individual taxpayers who itemize tax deductions and who contribute cash to a public charity, or a limited number of private foundations, may deduct up to 100% of their adjusted gross income.

Individual taxpayers can continue to carry forward any excess charitable contributions for five years, but the enhanced 100% deduction limitation expires after 2021.

Learn more: What the CARES Act means for your Charitable Giving in 2021

The fastest way to make a contribution to SLUH is by using the donation form below.

If you prefer to mail your contribution, checks can be made out to "SLUH" and mailed to:
St. Louis University High
Attn: Business Office
4970 Oakland Avenue
St. Louis, Missouri 63110

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

The endowed scholarship program provides an opportunity for benefactors to give the gift of SLUH to future generations.

Donors are able to honor and recognize significant individuals – such as alumni, faculty or family – when creating the scholarship.

Partially endowed scholarships begin at $30,000; a fully endowed scholarship requires an investment of $325,000. Presidential Scholarships are $1,000,000.

Click here to learn more about the Endowed Scholarship Program on our dedicated website.

For more information, contact:
Linda Domeyer, Director of Leadership Giving
(314) 269-2113 | ldomeyer@sluh.org

Did you know billions of dollars go unclaimed each year from corporate matching gift programs?

You can easily increase the impact your gift will have at SLUH with a simple check with your HR department to see if matching gifts are available to you and, if so, how to proceed following your company's guidelines. 

Questions and completed Matching Gift forms may be directed to:

Amanda Antony, Database Coordinator
(314) 269-2084 | aantony@sluh.org

St. Louis University High
4970 Oakland Avenue
St. Louis, MO  63110

Additional information and resources pertaining to estate planning are available at our dedicated planned giving website - plannedgiving.sluh.org.

Our Advancement Office is happy to speak to you about your charitable giving to SLUH.