Planned Giving
Consider Planned Giving as part of a lasting expression of gratitude that supports Christ’s work and the future of the Church.
Appreciated Securities Donations Donating shares of publicly traded appreciated stock or mutual funds can be a meaningful gift for your parish, a ministry or the Diocese.
The tax benefits could make it less costly than a comparable cash gift. Capital gains tax is not assessed.
Plus, for a security held for more than 12 months, the fair market value of the gift is deductible if you exceed the threshold for deductions.
Contact us and your financial advisor today! 305-762-1054.
