Stock Gifts & Wire Transfers

Making a gift of stock allows you, the donor, to take the full market value of the securities as a charitable deduction. You are likely NOT liable for the capital gains tax, nor is Cate, as Cate is a non-profit and does not pay capital gains tax.  When making a gift of securities to Cate, make sure you give the stock, NOT the proceeds from the sale. In most circumstances, your broker can facilitate the gift, and transfer it electronically using the information below. Please notify Laura Jespersen in the Alumni and Development Office at laura_jespersen@cate.org or (805) 684-4127 ext. 215, so your gift can be accurately acknowledged. Be sure to include date of gift, name of stock, and number of shares.

Cate's Stock Transfer Information:

Jeff Moorhouse
Moorhouse Financial
957 Maple Avenue
P.O. Box 122
Carpinteria, CA 93014
Toll free: (888) 880-6822
Direct line: (805) 684-2245
FAX: (805) 684-2248
Cate School is a 501(c)(3)