Gifts of Appreciated Securities

A $5,000 cash gift and a gift of $5,000 in appreciated securities both generate the same charitable deduction. But if you use publicly-traded stocks or bonds to make your gift, you will receive an additional tax benefit -- the IRS allows you to make your transfer to the Church without recognizing capital gains on the appreciation. You are entitled to an income tax deduction for the full value of the asset, not just what you paid for it. And, you owe no capital gains tax.

Your gift of securities is valued as of the day it reaches our account if your broker transfers them electronically, or the postmark date if you mail the shares. Your gift value is the average of the high and the low prices for the securities on that date.

  • To learn more about giving stocks or bonds to your parish, or Catholic School or the Diocese, email us, complete the personal illustration form, or call us at 417-866-0841 so that we can assist you.


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