Giving a Gift of Stock or Appreciated Securities
As one of the many ways we support parishes, schools, and ministries across the Diocese of Orlando, The Catholic Foundation processes gifts of appreciated stock on their behalf—at no cost—making it simple and efficient for donors to support the Catholic ministries they care about most.
Discover how strategic giving through stocks can help you make a lasting difference while potentially reducing capital gains taxes.
Gifts of stock or other appreciated securities, such as bonds or 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.
Click here for instructions on how you can make a stock transfer to the Diocese of Orlando or any of its parishes or entities. We strongly encourage gifts of stock via electronic transfer from a brokerage account. It is the fastest and easiest way to give stock to benefit your parish or another ministry! Gifts are considered complete when received in the Diocesan brokerage account. Foundation policy is to immediately liquidate stock gifts upon receipt in the brokerage account to ensure your gift benefits your parish or another ministry as referenced in your transfer form as soon as possible. Gifts will be acknowledged by letter following receipt for your tax records.
**Always consult your tax advisor regarding your specific situation.
BENEFITS OF STOCK GIFTS
- May cost less than a cash gift while allowing you to make the same charitable impact.
- May provide significant tax advantages, including potential avoidance of capital gains taxes and a charitable income tax deduction.
- Can be used to support your annual giving, including gifts to Our Catholic Appeal or The Shepherd’s Fund.
- Can be donated directly to your parish, a Catholic school, or any ministry within the Diocese of Orlando.
- Can be contributed to a Donor Advised Fund, allowing you to receive an immediate charitable tax deduction, avoid capital gains taxes on appreciated assets, and recommend grants to your favorite
- Catholic and charitable organizations over time.
- Can fund a charitable gift annuity or charitable remainder trust, providing a stream of income for life while supporting the Church.
- Can fund a charitable lead trust, benefiting your favorite Catholic ministry while potentially providing tax advantages for your heirs.
- Can establish or grow an endowment, creating everlasting support for the mission and ministries of the Church.
- May qualify you for membership in the Vivos Christi Legacy Society when used to fund a planned giving vehicle or included as part of a future gift to the Church through your estate plan.
Contact Us
To donate Stock please contact:
Nia Herald
Vice President, Chief Financial Officer
Email | (407) 246-7186
