Gifts of long-term appreciated stock or mutual funds are an easy and tax-efficient way to give to Rowland Hall.
In order to secure the benefits of giving a gift of stock, you must have owned the securities for more than one year. Please see below for details on how to give a gift of stock.
Held by your broker
If your broker (or bank) holds your securities, your gift can be electronically transferred to our broker. Donors who wish to transfer stock should contact Director of Institutional Advancement Robyn Jensen or call her at 801-924-2961 to request our broker information.
Held by you
If you or your attorney/financial advisor plan to offer Rowland Hall a gift of appreciated stock, please take a moment to notify us of your intention, prior to the transfer, by emailing Director of Institutional Advancement Robyn Jensen or calling her at 801-924-2961. By doing this, you ensure that we accurately identify, acknowledge, and allocate your gift according to your wishes.