Donating Stock or Securities

Donating appreciated stocks that have been held for more than one year can be a wise philanthropic decision. This gift enables you to:

1. Make a significant gift to the Sisters of the Holy Cross,
2. Receive a charitable donation deduction on your income taxes, and
3. Bypass capital gains taxes.

Note: In order for you to receive the full benefit when donating appreciated stock, it is vital that you donate the stock itself; do not sell it first and donate the cash proceeds. If you have stock losses, reverse the process. Sell the stock and realize the loss and take the deduction on your income tax. Then donate the cash proceeds from the sale and take the charitable tax deduction.

There are three ways to transfer stock to the Sisters of the Holy Cross:

• Electronic Transfer – the most popular and efficient way
  
• Mail the Stock Certificates
  
• Hand Deliver the Stock Certificates

Please note: We strongly recommend that you do not send certificates to a transfer agent for registering in the name of the Sisters of the Holy Cross. It is unnecessary and results in needless delays of the transfer.

Download our helpful brochure, Making Donations of Stock (488KB downloadable PDF).

Please note, this downloadable file is stored in PDF format. Before you can view or print, you must have the free Adobe Acrobat Reader installed on your computer. To get Acrobat Reader, click on the icon and download it free from Adobe.