Stock & Securities

A gift of stock allows donors to take the full market value of the securities as a charitable deduction.

When donating stock, please notify the Advancement Office at advancement@cate.org and indicate the donor’s name, gift date, stock name, ticker number, and the number of shares being transferred so we can accurately acknowledge the gift. 

For further instructions on facilitating and transferring the stock gift electronically, please contact Michael Lee in the Advancement Office at michael_lee@cate.org or (805) 684-4127 ext. 309.

Thank you for your generosity and support of Cate School.

Cate School Stock Broker:
 
Raymond James and Associates
Jeff Moorhouse
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)
Cate School Federal Tax ID: 95-1644630