Gift of stock or bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way to make a charitable gift to The National Shrine of Mary, Mother of the Church. This type of gift can:

• Help you avoid paying capital gains tax on the sale of appreciated stock.
• Receive a charitable income tax deduction
• Be used to open a Donor Advised Fund (DAF)

Process to make your gift of stocks and bonds to The National Shrine of Mary, Mother of the Church

By electronic transfer – Please contact us for instructions on how to transfer stock or bonds from your brokerage or investment account to The National Shrine of Mary, Mother of the Church.

By certified mail – If you hold securities in certificate form, please mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

Valuing your gift

The Internal Revenue Service has special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Talk to your CPA or financial advisor if you have further questions about how this charitable gift strategy may benefit your financial goals.

All good giving and every perfect gift is from above, coming down from the Father of lights, with whom there is no alteration or shadow caused by change.

James 1:17