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 Cate Fund Director Alison Boris at 805-684-4127 ext. 266, or Advancement Associate Beth Engel at (805) 684-4127 ext. 215.

Thank you for your generosity and support of Cate School.