Donate Stocks and Bonds
There are many easy ways for you to help Catholic World Mission serve our poor brothers and sisters in Christ, and since we are a religious non-profit, most of them also provide you federal and state tax benefits. Did you know that you can make a gift to Catholic World Mission using stock?
A new report by Fidelity Investments shows that American donors could have realized $4.5 billion in additional tax savings if they gave appreciated securities instead of cash, but most are not aware of the advantages.
Just 5 percent of respondents indicated having made a donation of appreciated securities to charities over the past three years. Even among respondents who gave more than $5,000 in 2006, just 17 percent reported donating securities to charity.
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Below we provide some basic information on some of these types of gifts. However, in every case we strongly recommend that you contact your legal and financial advisors to determine your individual tax and financial consequences and what is best for your personal financial situation.
For further information on how you can make a gift using stock please email or call 800-961-8153
Appreciated Securities
Stocks, Bonds and Mutual Fund shares held for more than one year can be given as a gift, and capital gains tax benefits may apply when donating these assets. (The present value of these is counted for tax deduction purposes, yet you do not normally pay tax on the difference between your original cost and the present, higher value - which would happen if you were to cash them before donating them.) Appreciated Securities can be used for an outright gift or to fund a planned gift.
Appreciated Property
Assets in this category include personal residences, vacation homes and farms as well as personal property such as collectible items and jewelry. A capital gains tax benefit may apply when donating these assets. Appreciated Property can also be used for an outright gift and some properties can be used to fund a planned gift.
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