Stock Transfers and Donor Advised Funds

Stock Transfers:

If you are thinking about making a donation to Sacred Heart Church, you may want to consider making a gift of stock or   mutual fund shares rather than a cash donation.  A gift of appreciated property often provides increased tax benefits, along with the satisfaction of contributing to a cause you believe can make a difference.

For gifts of stock, if you have a stock certificate for the amount you want to donate, you can sign the back of the certificate and deliver it to the Parish Office for processing through Diocesan services, the proceeds to be deposited into Sacred Heart Parish funds.

One increasingly popular way to gift appreciated assets, such as stocks, to the Church is by using a Donor Advised Fund. These vehicles allow you to transfer appreciated stocks and other assets to charitable account in your name, enjoy a current tax deduction, avoid all capital gains on sale of the appreciated property, and then direct gifts from the Fund to Sacred Heart Church.

We encourage you to speak with your Financial Advisor about your opportunities to contribute to Sacred Heart Church.  Your Financial Advisor can also answer any questions you may have about tax benefits.  If we can be of any assistance, please contact Diana Silvas in the Parish Office:  (760) 346-6502 or