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Transferring Stock for Charitable Giving

Using stock to make a gift is a great way to eliminate capital gains taxes, get a nice income tax deduction, and provide important resources to help further the mission of the Sisters of St. Benedict.

Here are several pieces of information you will need to complete the transfer of stock:

• Our legal name is The Sisters of St. Benedict of Ferdinand, Indiana, Inc.
• Our investment broker is:

Old National Investments/Invest Financial Corporation

123 Main Street

Evansville, IN 47708

You may contact our agent there, Tracy Brown, by phone (812-461-9023) or fax (812-461-9298).

• Our DTC # is 0443
• Our Account # is 3BE-508745

The value of your stock is determined on the day it is received in our account. You will receive a formal letter of thanks and acknowledgment for your tax records.

If you have any further questions, contact Sister Rose Mary Rexing at 812-367-1411, ext. 2630 or send an e-mail to rmrosb@thedome.org.

Help ensure the future of the Sisters of St. Benedict and their mission by including them in your estate plans. Thank you.

802 E. 10th Street, Ferdinand, IN 47532-9239

(812) 367-1411 or e-mail: donors@thedome.org

www.thedome.org