Gifts of Securities
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Make a gift of securities
A gift of stock or other securities can support Saint Elizabeth’s mission and Saint E’s Rose Fund. Your financial adviser can help you understand the options and their implications for your circumstances.
Before you transfer a gift
- Contact Dan McHugh for current receiving and transfer instructions.
- Share those instructions with your broker or financial adviser.
- Let the parish know the donor’s name and the intended purpose of the gift so it can be acknowledged correctly.
Parish gift details
Gifts of long-term appreciated securities such as stocks, bonds, and mutual funds may save parishioners more taxes than gifting just cash and offer an easy way to make a meaningful gift to Saint E’s Rose Fund.
Stocks & Other Securities: Things to Remember
To take full advantage of the tax benefits for gift securities you have owned for longer than one year, do not sell appreciated stock before making your donation. Instead, transfer directly to Saint Elizabeth’s Church for the Saint E’s Rose Fund. If you wish to donate depreciated securities, sell the asset first and contribute cash.
PLEASE NOTE: The information provided above is for informational purposes only. This information does not serve as investment, tax, or legal advice. Please consult with your CPA, Financial Advisor, and/or Attorney for professional guidance.
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Contact Us
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Dan McHughDanM@saintelizabeths.orgBusiness Manager
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