Gifts of Stock

Are you interested in making a charitable gift that may yield double tax benefits and additional savings? If so, a gift of appreciated stock may be the right option for you.

A gift of stock may provide more benefits than a cash gift. When you make a gift of stock to Catholic Charities, by eliminating the capital gains tax that would be due upon selling the stock, you receive tangible tax-savings and benefits while also supporting our mission. A gift of stock may be right for you if:

1. You are holding stocks that have risen in value. If your stocks are highly appreciated, you may find yourself with a hefty tax bill when it comes time to sell. By using these securities as a gift, you can avoid the capital gains tax on any paper profit.
2. You would like to maximize your deduction while not affecting your liquidity. If you decide to make a gift of stock, you not only retain your cash assets, but you also receive a charitable tax deduction for the full fair market value of the stock that you’ve owned for more than one year. 

Your gift of appreciated stock to Catholic Charities helps ensure that no one faces life’s darkest moments alone. 

To learn more contact Tina Espin:
(814) 824-1260
or
[email protected]