Thank you for your interest in making a charitable gift to Sacred Heart
in the form of a stock transfer. Donations of appreciated stock or securities are an easy, impactful and cost-effective way to support Sacred Heart while gaining tax advantages.

Your Broker may set up an account at your brokerage firm in the name of the Parish and transfer your securities into this account, sell the securities, and sending the proceeds to Sacred Heart.

The average of the high and low of your securities on the day of transfer is the amount credited to you as your gift to the Parish.

Unfortunately, when funds are transferred electronically, the donor's name is not always included in the transfer information. By letting us know of your gift, we will be able to properly match the funds that we received with your gift record. Please call, e-mail, or write to us with the following information:

• Name of stock transferred

• Number of shares

• Brokerage firm stock transferred from

• Approximate date of transfer

• How you would like the gift used at Sacred Heart

The information below is provided for the general knowledge of Sacred Heart parishioners and benefactors. It is not intended as legal or tax advice. For such advice, please consult your attorney or tax advisor.

• You receive an income tax deduction for the full market value on the date of the gift, provided you have owned the securities for more than 12 months.

• Most donors avoid capital-gains tax otherwise due on the sale of the securities.