Planned Giving

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 Sisters of Notre Dame de Namur Ohio Province.
  • Sisters of Notre Dame de Namur 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.

Next


With you, we change lives

With the support of generous friends like you, we are able to continue our mission of educating and taking a stand with the poor — especially women and children.

This site provides information using PDF, visit this link to download the Adobe Acrobat Reader DC software.