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ESTATE AND ASSET GIVING
Cars, Real Estate and Stocks
By taking care of those in your community, you can reduce your tax liability and further
St. Raymond’s Society’s mission.
Real estate and stocks can be examples of appreciated property. Giving non-cash assets, such as real estate or stocks, can lower taxes and qualify for a charitable deduction.
Selling your real estate investments may expose you to capital gains tax. By donating property to St. Raymond’s Society, you could eliminate this tax and receive a charitable deduction. Talk with your financial advisor or tax professional on how this could fit into your charitable giving plan.
Our clients need dependable transportation to get to work, to school, to doctors appointments, etc. For further information on vehicle donations, please contact firstname.lastname@example.org.
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.
Please fill out the form below to view all necessary information for a securities transfer including DTC number, brokerage name, account number, legal name and physical address. Thank you so much for your consideration!
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