Giving
Ways to Give

Gifts of Stock

Hockaday accepts gifts of securities, and stock transfers can be applied to pledge payments. Gifts of appreciated securities offer tax advantages to the donor and are straightforward to arrange. Credit is given and a tax deduction is allowable for the value of the mean of the high and low prices of the stock on the day of transfer to Hockaday. In addition, there is not a capital gains tax on the “long term” appreciated portion of the gift. 

Instructions for Making a Gift of Stock

If you wish to transfer stock or mutual funds, please contact Cathy Xu in the Hockaday Development Office or call 214.360.6582 with the name of the stock and the number of shares to be transferred. This notification is the only way the School is able to identify the donor. We will then provide you the DTC or wire transfer instructions necessary to initiate the transfer.

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