If your portfolio has seen significant gains, a stock donation may help you make charitable donations more efficiently. This is especially true if you’re planning to sell off shares to fund a gift.

Here’s why: When you sell shares of stock that have appreciated in value over time, they are subject to capital gains taxes. The amount you owe depends on how long you’ve owned the shares and on your total annual income. State income taxes and additional surtaxes can further reduce the amount you’re hoping to donate.

Making a gift of stock is easy and allows you to:

• Avoid capital gains tax.
• Receive an income tax deduction.
• Give more than if you were to give using cash.
• Support the future of the Church.

If you choose to make a gift to your parish and/or the Archdiocese via a stock donation, please fill out this form and follow the easy instructions.

As always, we recommend contacting your financial advisors before making a gift with stock.