Did you know appreciated stocks, mutual funds, and bonds in a taxable investment portfolio can be transferred as gifts to support the Sisters of St. Francis’ work? Giving stocks (that you have held for more than one year) directly to a ministry provides a significant opportunity to avoid capital gains tax, receive a deduction at the full-market value of the securities, and simplify your giving. In fact, giving appreciated stock can be more beneficial than giving cash! Contact us to make this simple but tax-wise gift.
If you have questions about giving stocks or mutual funds, or would prefer to arrange your gift over the phone, please contact our legacy planning team at email@example.com or 419-447-0435.