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Gifts of Appreciated Securities

How Gifts of Appreciated Securities Work

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. The Archdiocese may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support the Archdiocese as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

Contact Us

Planned Giving Office
646.794.3317
[email protected]
 Archdiocese of New York
1011 First Avenue
14th floor
New York, NY 10022

© Pentera, Inc. Planned giving content. All rights reserved.

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