Stock & Securities

Making a gift of stock allows you, the donor, to take the full market value of the securities as a charitable deduction. Because of Cate School’s non-profit status, both the donor and the School are, in most cases, exempt from capital gains tax. When making a gift of securities to Cate, please provide the stock, not the proceeds from the sale.

In most circumstances, your broker can facilitate the gift, and transfer it electronically. For instructions on where to transfer a donation of stock or securities to Cate School, please contact Lindsay Newlove in the Advancement Office at lindsay_newlove@cate.org or (805) 684-4127 ext. 269.

Upon the transfer, please notify the Advancement Office of the date of the gift, name of the stock transferred, and the number of shares so your gift can be accurately acknowledged.

Thank you for your generosity and support of Cate School.

Cate School is a 501(c)(3)

Cate School Federal Tax ID: 95-1644630

Cate School Stock Broker:

Jeff Moorhouse
P.O. Box 122
Carpinteria, CA 93014

Toll free: (888) 880-6822
Direct line: (805) 684-2245
FAX: (805) 684-2248
Cate School is a 501(c)(3)