Securities & Stock

Focusing on the Big Picture

Cretin-Derham Hall is blessed with many alumni, parents, and friends who give generously in many ways, including gifts of stock, bonds, or other securities that have appreciated in value or are no longer serving their purpose as an investment. 

Security gifts are an advantageous way of making a charitable contribution that may positively affect financial, tax and estate plans.  Giving a gift through stock offers the opportunity for significant tax savings.

This is a great way to support CDH because tax law provides many incentives for this type of gift.  Please see the information below to help you make your gift.

Procedure for Transferring a Charitable Gift of Marketable and Non-Marketable Securities

Contact your broker to transfer the securities to:
Merrill Lynch                                                   
The Scheuring Group                                        
225 South Sixth Street                          
Suite 4400
Minneapolis, MN 55402

For stock or bond gifts, please contact one of the members of The Scheuring Group for transfer instructions.

Jim Scheuring 612-349-7877
Darcie Scheuring 612-349-7946
Tony Scheuring 612-349-7828

Please call the CDH Vice President for Advancement, Rob Bollinger at 651- 696-3343 to inform us of your gift including the specific security, the number of shares, the name, address, and telephone number of your broker, and any special instructions for your gift to Cretin-Derham Hall.

Thank you!

Questions ?

Peggy Schafer 651-696-3318