Tithes and Offerings: Stock Donation
Gifts of appreciated securities, stocks, and bonds also provide considerable tax advantages when transferred before they are sold. If you have held your securities for more than one year, you may find that your gift will provide a twofold tax benefit, creating an income-tax deduction as well as helping avoid the capital-gains tax that would have been due on their sale. If you wish to transfer stocks from a broker’s account, please fill out the following ‘Notification Form to Initiate Transfer of Stock’.
If you wish to make a gift of physical securities on hand: Physical stock certificates may be sent by certified mail or overnight express, with endorsement on the back of the certificate(s) exactly as stated on the face of the certificate(s). Do not fill in any other blanks. No stock power is necessary as long as you do not fill in the correct name on the back: The Roman Catholic Archbishop of Los Angeles. Please mail to:
Office of Development
Archdiocese of Los Angeles
3424 Wilshire Blvd., 6th Floor
Los Angeles, CA 90010
You also may make a gift of mutual funds, non-marketable stock, or closely held stock. Contact Mayra Sanchez at 213-637-7507 or for information about giving these types of securities.