
Gifts of Securities (Stocks, Bonds, Mutual Funds)

Donating appreciated securities - such as stocks, bonds, or mutual funds - is an easy way to support Nazareth Academy while enjoying tax benefits. Securities held for more than 12 months qualify for a charitable deduction equal to their full market value at the time of the gift, and most donors avoid paying capital gains tax on the appreciation. You are encouraged to contact your tax professional before making a gift of securities.
Donating Gifts of Securities
There are many benefits to donating appreciated securities including:
-
You will receive the same income tax benefits as you would from writing a check or making an online credit card donation.
-
The advantage of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.
-
For information on donating securities, and Nazareth account information, please contact: Trish Decker, 215-268-1048, tdecker@nazarethacademyhs.org