Office of Mission Advancement

Planned Giving

With thoughtful planning, you create win-win solutions for you and the Congregation of Holy Cross..

Contact Planned Giving for More Information

Gifts of Stock or Appreciated Securities

Take advantage of appreciated securities while avoiding capital gains tax by making a donation of your assets.

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 programs.

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.

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