Gifts of Stock

Have your stocks tumbled during this recession? You may be able to turn it into a tax benefit if you give them to Catholic Charities Community Services. We accept gifts of stocks, bonds and mutual funds—appreciated or depreciated.

Depreciated Securities
To make a gift of depreciated securities, first, sell them and take a capital loss on your income tax. Then transfer the cash proceeds to Catholic Charities Community Services or an eligible income tax deduction.

Appreciated Securities
Stocks, bonds and mutual funds are easily transferable to Catholic Charities Community Services with the total value based on the average price of the stock on the day it was transferred.

To
 learn more, please contact our development manager, 602.650.4827 or development@cc-az.org.

Please see your tax and legal advisors for more details.