Gifts of Stock & Securities
Gifts of Stock & Securities
Donating publicly traded securities—whether appreciated or depreciated—can offer significant benefits for you and for St. Francis de Sales. Follow the guidance below to make your gift simple and effective.
Appreciated Stock
Transfer shares directly to avoid capital gains tax and receive a deduction equal to fair-market value.
- Transfer stock—you avoid capital gains tax.
- Deduction = full fair-market value.
- Fund outright gifts or gift annuities.
Depreciated Stock
Sell first to realize a capital loss, then donate the proceeds for maximum tax benefit.
- Sell stock—you claim a capital loss.
- Donate cash proceeds for deduction.
- Offset ordinary income (subject to IRS limits).
How to Make Your Gift
- Obtain our diocesan brokerage info.
- Instruct your broker to transfer shares to:
St. Francis de Sales Catholic Church – [Your Fund Name] - Notify our Development Office so we can credit your gift promptly.
Email your completed form to development@arlingtondiocese.org
Questions? Call (703) 778-8600.
