Gifts of Stock

Advantages of giving stock

Donating stock is easy to do, and may result in tax savings. A gift of stock is valued for tax purposes on the date of transfer.  Giving securities that have increased in value is a great way to benefit the Catholic Foundation and bypass the capital gains tax that would be due on a sale.

For example: Suppose that stock purchased years ago for $1,000 is now worth $10,000. Donating those shares would result in a charitable deduction of $10,000, and you would not owe capital gains tax on the $9,000 of appreciation.

To preserve the tax advantages of donating stock, you must transfer the shares directly to us. Do not sell the stock yourself.