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Donate Securities

Personally donating appreciated securities (stocks, bonds, and mutual funds) is a terrific gift. You receive a full value tax receipt and do not pay tax on the appreciation, effectively reducing the cost of giving!


Do you want to help the Foundation, but don't have the cash readily available? Donating securities (stocks, bonds, mutual funds) directly to St. Mary’s is a way to give that won’t affect your cash flow, and which also gives you a tremendous tax break immediately.

When shares of a listed company are transferred directly to our Foundation, the donor pays no tax on any capital gains, compared to the usual 50% taxability. A donation receipt is issued for the full value of the shares transferred, which (in most cases) will eliminate the capital gains tax and can be used to reduce other income taxes.

STEP BY STEP:

  1. Meet with your financial advisor to select the appropriate security to transfer
  2. Download the SECURITIES TRANSFER FORM to complete the transfer electronically.
  3. Once the shares are received by the Foundation, a receipt will be issued for the market value on the day of the transfer. 
You can also donate securities (stocks, bonds, and mutual funds) in your will.
 

It is simple and, when done properly, will allow you to share your wealth AND reduce your taxes.
 

DOWNLOAD THE SECURITY TRANSFERS FORM (PDF)