Gifts of appreciated securities include stocks, bonds, mutual funds and other assets. Smart gift planning combines charitable intent with cost-effective planning techniques. Of critical importance is the kind of asset used to fund the gift. Usually, long-term appreciated property can generate the most favorable tax benefits. Reason: Gifts of securities provide a double benefit to the donor, a charitable deduction, in most cases for the full fair-market value of the security, plus avoidance of any potential capital gain tax. Donating securities to the church is easy!

How do I donate securities to the church?

After consulting with your attorney, tax professional or financial advisor, and you have determined you want to make a donation of securities to St Ronald, please contact your stock broker. St Ronald has a brokerage account at               . The account information is below. Please give this information to your broker to aid in the transfer of the securities to the church.

Next please notify the church office of your intention by calling the Parish Office at 586-792-1190 or click  here to send an email message. It is important to notify the church office because there are rules of confidentiality involved with the brokerage industry (to protect its clients) and the church wants to be able to acknowledge the gift upon receipt. While most brokerage firms will send a letter to the church notifying them of the donation, sometimes the letter is received after the funds have been deposited into the church bank account.

If you have any questions please call the Parish Office at 586-792-1190 or click  here  to send an email message.

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