GIFTS OF STOCK OR APPRECIATED SECURITIES


Gifts of appreciated securities, such as stocks, bonds, and mutual funds, offer an easy and tax-smart way to support the work of our Church.

In most cases you will be able to avoid capital gains tax on the appreciation, and you may be able to obtain a charitable deduction for the full market value of the gift, which could be significantly greater than the initial cost. 

THE BENEFITS OF STOCK GIFTS 
 

  • May cost less than a cash gift.
  • May offer substantial tax benefits.
  • Can be used to make your annual gift to Our Catholic Appeal or The Shepherd's Fund.
  • Can be used to make a one-time gift to Alive in Christ or to make a payment on your existing Alive in Christ pledge.
  • Can be donated to your parish, a Catholic school, or any ministry of the Diocese of Orlando.
  • Can be used to fund a charitable gift annuity that will provide you with a stream of income for life.
  • Can be used to fund an endowment that provides everlasting support for the work of the Church. 
  • May qualify for membership in the Vivos Christi Society if used to fund a charitable gift annuity or included as part of a gift to the Church through a will.
     

HOW TO GIVE A GIFT OF STOCK 
 

We strongly encourage gifts of stock via electronic transfer from a brokerage. It’s the fastest and easiest way to give stock to benefit your parish or another ministry! Please download the following document (Adobe® Reader required):

To transfer a stock certificate, please download the following documents (Adobe® Reader required): 

 For more information, please contact Susan Hunt at The Catholic Foundation of Central Florida, Inc., (407) 246-4803.

© Copyright 2011-2015 The Catholic Foundation of Central Florida Inc.