Embracing faith, family and education

Gifts of Stock

 Donating appreciated securities (stocks, bonds and mutual fund shares) held for at least a year and a day to Nazareth is a tax-advantaged way to make a gift and can be done easily. You will be entitled to a charitable deduction on the fair market value of the securities on the date of the gift, and you will not incur any capital gains tax on the appreciation. 

Donating Gifts of Stock

While Nazareth welcomes gifts of cash, there can be a more tax-beneficial way to gift larger amounts. Donating appreciated securities is a win-win for donors and charities. The two key advantages:

  1. Any long-term appreciated securities with unrealized gains (meaning they were purchased over a year ago and have a current value greater than their original cost) may be donated to a public charity and a tax deduction taken for the full fair market value of the securities—up to 30% of the donor’s adjusted gross income.

  2. Since the securities are donated rather than sold, capital gains taxes from selling the securities no longer apply. The more appreciation the securities have, the greater the savings will be.

To ensure proper crediting of stock gifts, please contact Mrs. Denise LePera (215) 268-1023 with the details of your gift.

Advancement Team


Denise LePera

Denise LePera

Titles: President
Email:
Phone Numbers:
School: 215.637.7676
Cecilia Biello

Cecilia Biello

Titles: Director of Development
Email:
Phone Numbers:
School: 215.268.1048
Keith Czarny

Keith Czarny

Titles: Director of Marketing and Communications
Email:
Phone Numbers:
School: 215.268.1032
Terri Evans

Terri Evans

Titles: Assoc. Director for Alumnae Relations and Development Services
Email:
Phone Numbers:
School: 215.268.1047