Leaving a legacy gift to Notre Dame as part of your planned giving will ensure a strong foundation for our mission of educating young women through the 21^st Century and beyond. There are numerous planned giving options and we recommend that you talk to your legal and/or financial advisors. If you have questions, contact Marilou Figone '60 Cristina, Advancement and Alum Relations, at mcristina@ndsj.org.

• 1851 Legacy Society

Donating a highly appreciated asset may allow you to avoid a significant portion of your tax liability while still receiving a charitable deduction. The gift of an appreciated asset is also a powerful way to support the mission of Notre Dame High School.

Here’s how stock donations benefit you:

• A federal income tax charitable deduction when you itemize
• Deduct the full fair market value if you’ve held the stock for at least one year
• Use your deduction up to 30% of your adjusted gross income; carry any unused deduction forward for up to five additional years
• Avoid paying capital gains tax on all stock donated to Notre Dame High School

Here's how to make a gift of appreciated securities to Notre Dame High School:

Notre Dame can accept both publicly traded securities and closely held securities. The following information can assist your stockbroker or bank in the transfer and delivery of securities:

For donations to Tuition Assistance 
Security Deposit
Morgan Stanley DTC: 0015
Account: 814-017750-063
Account Name: Notre Dame High School San Jose

For donations to the Annual Fund 
Security Deposit
Morgan Stanley DTC: 0015
Account: 814-017749-063
Account Name: Notre Dame High School San Jose

For donations to the Endowment 
Security Deposit
Morgan Stanley DTC: 0015
Account: 814-015848-063
Account Name: Notre Dame High School San Jose

For donations to the Endowment for Teacher Support
Security Deposit
Morgan Stanley DTC: 0015
Account: 814-062774-063
Account Name: Notre Dame High School San Jose

If you hold the physical securities, you can directly mail or hand deliver the certificate(s) without any endorsement or assignment to:

Notre Dame High School
Attn: Development Department
596 South Second Street
San Jose, CA 95112

To donate personal property, reach out to the development department at donate@ndsj.org. 

Please enclose a letter stating the purpose of your gift. In a separate envelope, include a signed stock power form for each gift.  Please note: that except for your signature exactly as your name appears on the stock certificate, the stock power form should be blank. You may obtain a stock power form from your banker or broker.

Please notify us of all stock or securities gifts. A transfer document only gives the name of the stock and the value per stock. It can take months to discover the name of the donor who actually made the stock gift unless we hear from you first.

• Notify us by e-mail –  advancementoffice@ndsj.org
• Notify us by mail – see address above

If you have any questions about giving stock, please email advancementoffice@ndsj.org.

Your employer may also match your gifts, doubling your support for the young women at Notre Dame High School. Through a corporate matching gifts program at your workplace you can make your gift go twice as far. Some companies will also match gifts made by retirees, spouses of employees and even volunteer hours.

Contact your personnel or human resources department and fill out the matching gifts form used to initiate a match. For questions or to notify us of your intent to match your gift, please contact the Development office at donate@ndsj.org.

We are pleased to receive gifts of goods or services that may provide budgetary savings to the school or fulfill a particular departmental need.  Document your donation via our Gift In-Kind Donation form.