Planned Giving
Parallax Sunflower
Gifts of Stock or Appreciated Securities
How It Works
- You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Sisters of Notre Dame de Namur.
- Sisters of Notre Dame de Namur sells your securities and uses the proceeds for our programs.
- Use our Stock Transfer Form to facilitate the gift.
Benefits
- You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
- You pay no capital gains tax on the transfer when the stock is sold.
- Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.
Next
- You can use our Stock Transfer Instructions.
- Frequently asked questions on gifts of stock.
- Contact us so we can assist you through every step.
Sisters of Notre Dame de Namur U.S. East-West Province is a 501(c)(3) non-profit organization. Our tax identification number is 04-3210469. Contact Our Development Team Belmont, CA Province Center: (650) 593-2045 Everett, MA Province Center: (617) 387-2500 ext. 2011 Development Office: development@ewsndden.org.