Stocks & Securities

A gift of securities is one of the most cost-effective ways to support the Parish, immediately or through a gift in your will. When publicly listed securities are donated to the Parish, the tax on the capital gain is eliminated. Any publicly listed securities, including shares, bonds, warrants, stocks, mutual funds, and segregated fund units qualify. The Archdiocese will sell the securities and direct the proceeds to the parish. You can deduct the entire gift in the current year or carry tax credits forward for up to five years.