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Make a Greater Impact with Your Investments

Donating appreciated stocks or securities is a tax-efficient way to support Norfolk Christian Schools while potentially receiving significant financial benefits.

By transferring eligible investments directly to NCS rather than selling them first, you may avoid capital gains taxes and qualify for a charitable deduction based on the fair market value of your gift.

Benefits of Giving Appreciated Securities

  • Avoid capital gains taxes on qualifying appreciated investments transferred directly to NCS.

  • Receive a potential charitable deduction based on the fair market value of securities held for more than one year, subject to IRS limitations.

  • Maximize your generosity by contributing the full value of your investment rather than the proceeds remaining after a taxable sale.

  • Support the NCS mission through gifts to the Annual Fund, Capital Fund, scholarships, or other school priorities.

How to Transfer Your Stock

Norfolk Christian Schools partners with Towne Investment Group, Raymond James Financial Services, to facilitate gifts of appreciated securities.

Please notify our Advancement Office 12 to 24 hours before initiating your transfer so we can coordinate with our brokerage firm and properly acknowledge your gift.

Stock Transfer Information

  • Account Name: Norfolk Christian Schools

  • Federal Tax ID (EIN): 54-0573503

  • DTC Number: 0725

  • Account Number: 727 T 6013

  • Brokerage Firm: Towne Investment Group, Raymond James Financial Services

  • Address: 109 East Main Street, Norfolk, VA 23510

Brokerage Contacts

Daniel M. Babiy
757-628-6377
dan.babiy@raymondjames.com

Kharah James
757-638-6854
kharah.james@raymondjames.com

Notify Us of Your Stock Gift

To ensure your gift is properly identified and acknowledged, please notify our Advancement Office before initiating your transfer.

Please be prepared to provide:

  • Your name and contact information

  • Name or stock symbol of the security

  • Approximate number of shares

  • Anticipated transfer date

  • Gift designation, if applicable

Questions or Assistance?

Our Advancement Office is happy to work with you and your financial advisor to facilitate your gift.

For information on any of our ways to give, please contact Amy Moreau, Director of Advancement, at amy_moreau@norfolkchristian.org or at 757.226.7247.