How to make a gift of appreciated stock

  1. For specific instructions on how to transfer stock to TMI please contact the Advancement Office at advancement@tmi-sa.org (click here for TMI's Stock Donation Form).
      
  2. TMI will send you an acknowledgement and a receipt for your gift, based on the average of the high and low value of the shares on the date TMI received them.

  3. You receive an income tax deduction for the full market value of your shares and avoid all the capital gains tax that you would have owed had you sold them.

Two important things to remember about gifts of stock:

  1. If the stock is worth more than you paid for it, be sure to transfer the stock to TMI first.

  2. If the stock has gone down since you bought it, sell it first to generate a tax deductible loss, and then make a gift of the cash.

Have Questions?

For more information on ways to give to TMI or to find out how you can submit your gift to TMI, please contact our Advancement Department, at advancement@tmi-sa.org.

Please remember that when making a financial decision, you should always seek the opinion of your professional tax adviser or legal counsel.
 
MISSION: TMI provides an exceptional education with values based on the teachings of Jesus Christ that challenge motivated students to develop their full potential in service and leadership.
Notice of Non-Discrimination

Based on receipt of federal financial assistance through a Paycheck Protection Program loan administered through the U.S. Small Business Administration (SBA) under the CAREs Act, the School acknowledges its obligation to prohibit discrimination, harassment, or retaliation on the basis of race, color, age, national origin, sex, citizenship status, genetic information, handicap or disability in admissions, access, employment, tuition assistance, educational policies, or other school administered student and employee programs and activities. Questions regarding the School’s compliance with the application and administration of the School’s nondiscrimination policies should be directed to Matt Duke, Chief Business Officer, (210) 564-6140, m.duke@tmi-sa.org, 20955 W. Tejas Trail, San Antonio, TX 78257, or to the U.S. Department of Education's Office for Civil Rights (OCR) or to the SBA. Please refer to the School’s SBA Non-Discrimination Compliance Policy on the School’s website for information on how to file complaints with OCR or the SBA.

This notice will remain in effect until the School has satisfied and paid off the SBA Paycheck Protection Loan.
TMI Episcopal
20955 W. Tejas Trail
San Antonio TX 78257
phone (210) 698-7171
fax (210) 698-0715