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ESTATE AND ASSET GIVING
Noncash Assets
By taking care of those in your community, you can reduce your tax liability and further
St. Raymond’s Society’s mission.
Asset Donations
Real estate, stocks, and other assets are examples of appreciated property. Giving
non-cash assets, such as real estate or stocks, can lower taxes and qualify for a charitable deduction.
Real Estate
Real estate is a smart investment but selling may expose you to capital gains tax. By donating property to St. Raymond’s Society, you may eliminate this tax and receive a charitable deduction.
Stock Donations
If you've owned a stock for more than a year and it has increased in value during that time, you’ll receive the most tax benefit from a stock donation. According to the IRS, the full fair market value of your shares on the day of contribution will be included in the charitable deduction.
Cars
One of the main obstacles to employment for mothers in need is dependable transportation. For further information, please contact email@srshelp.org
Your Next Steps
1. Consult your financial counselor, legal advisor, or life insurance agent for advice.
2. Reach out to St. Raymond's Society by calling 123-456-7891 or by emailing email@srshelp.org to learn more about becoming a Legacy Donor.
3. If you include St. Raymond's Society in your estate plans, use our legal name and Federal Tax ID.
Legal Name: St. Raymond's Society
Address: 3501 Lansing Ave. Columbia MO 65201
Federal Tax ID Number: 00-0000000
Securities Transferred Electronically via a Stockbroker
St. Raymond's Society Brokerage Information
Organization Name: St. Raymond's Society
Federal Tax ID Number: 00-0000000
DTC: 0000
Brokerage Name: Test Name
Account Number: 00000000
Legal Name: St. Raymond's Society
Address: 3501 Lansing Ave. Columbia MO 65201
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