Gift of Stock

Gift of Stock

Thank you for considering a gift of securities to the Congregation of Holy Cross, United States Province. The process is easy and often offers significant tax benefits.

Here’s how it works:

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to the Congregation of Holy Cross.
  • The Congregation of Holy Cross sells your securities and uses the proceeds for our greater apostolic needs or for areas you designate.

The Benefits:

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold.

Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.

Please find the information that you will need to make a gift of stock below, or click here for a downloadable version of this information.