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Download My KitA Tax-Savvy Way to Benefit from Growing Assets
Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to the Archdiocese of Seattle. Making a gift of securities or mutual funds offers you the chance to support our mission while realizing important benefits for yourself.
When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
Securities are most often used to support our work in the form of:
Additional ways to fund your gift:
*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.
Visit our free, no-obligation tool to make a statement for the Archdiocese of Seattle through your stocks. Our trusted partner, Giving Docs has a safe and secure resource just for you.
Free ResourceThis comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My KitThis comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!
Download My Kit