To avoid capital gains taxes, instruct your broker to transfer shares to the Villa’s brokerage:
Raymond James
Attn. B. Hathaway
804-225-1126
Account number: 5853J155
DTC: 0725
Tax ID Number: 54-0505950
To facilitate correct receipting and acknowledgement, donors are requested to notify the Development Office of the date of authorization, number and name of shares, and the purpose or designation of the gift.
Contact Jenny Friar at 804-200-1618 or by email and enjoy potential tax benefits.
about supporting the mission of St. Joseph’s Villa, contact Elizabeth Mason at 804-200-1617 or by email.
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