Stock Donations

Using publicly traded stock to make a gift to Belen Jesuit can be a very tax-savvy method of giving, especially if the stock has appreciated in value since you acquired it. Giving appreciated stock saves you tax dollars in two ways.
  • First, you will receive an income-tax deduction for the current value of the stock. This value is the average of the high and low price on the transfer date.
  • Second, you avoid paying the tax on the capital gain of the stock.
How Do I Give Publicly-Traded Stock?
If the stock is currently held in a brokerage account: Simply request that your broker transfer the stock into the brokerage account of Belen Jesuit Preparatory School. Your broker will require that you sign a document authorizing the transfer. Click here to download the required form. 

  • PLEASE NOTIFY BELEN JESUIT THAT YOU HAVE MADE THIS TRANSFER. Simply give us a call at (786) 621-4102 or send an email  to
If you have stock certificates yourself: Simply date and sign where indicated on the back of each certificate. Then, send the certificates to Belen Jesuit Preparatory School along with a “Relinquishment Letter” which has your notarized signature. The school has a Notary Public on staff and we can arrange for notary service at no charge. The Relinquishment Letter should accompany your certificates when they are delivered to Belen Jesuit.
500 SW 127th Avenue, Miami, FL 33184
phone: 305.223.8600 | fax: 305.227.2565 | email:
Belen Jesuit Preparatory School was founded in 1854 in Havana, Cuba by Queen Isabel II of Spain.  The task of educating students was assigned to the priests and brothers of the Society of Jesus (the Jesuits), whose teaching tradition is synonymous with academic excellence and spiritual discipline.  In 1961, the new political regime of Cuba confiscated the School property and expelled the Jesuit faculty.  The School was re-established in Miami the same year, and over the next decade, continued to grow.  Today, Belen Jesuit sits on a 30-acre site in western Dade County, only minutes away from downtown Miami.