​Giving appreciated securities
is a convenient way to support
the National Shrine Grotto
​while gaining tax advantages.

​How to Give Securities
OPTIONS FOR ELECTRONICALLY TRANSFERRING STOCK

1. Your Broker can transfer your securities to Mount St. Mary's University & National Shrine Grotto Federal Tax ID number (52-0591672).
2. Your Broker could choose to set up an account at your brokerage firm in the name of the University/National Shrine Grotto and transfer your securities into this account, sell the securities, sending the proceeds to the National Shrine Grotto.

The average of the high and low of your securities on the day of transfer is the amount credited to you as your gift to the National Shrine Grotto.

​Broker:
       Summit Financial Networks
       595 South Federal Highway, Suite 500
       Boca Raton, FL 33432
       Email: [email protected]
       Phone: (717) 637-0227

       DTC Number: 0443
       Account Name: Mount St. Mary's University Donation Account
       Account Number: HPH153972

We would appreciate it if you or your broker would notify the National Shrine Grotto Associate Director, Julie Smith
​at (301) 447-5484 or [email protected] upon transfer so that we can properly track and record all transactions.