Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to The Catholic Foundation.
Benefits of gifts of stocks and bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Further our mission today
Gifts of stocks and bonds video
How to make a gift
1. Direct your broker to transfer a gift of stock to The Catholic Foundation of the Diocese of Lansing at:
Account Information
| Legal Name: | The Catholic Foundation of the Diocese of Lansing |
| DTC #: | 0015 |
| Account #: | 395-015775-043 |
| Federal Tax ID #: | 81-2025056 |
Receiving Broker and Contact Information
| Morgan Stanley, Perrone Wolfe Group |
Stephen Perrone/Jennifer Edwards 517.203.2880 or 800.248.0487 |
| 2900 West Road, Suite 300 | |
| East Lansing, MI 48823 | |
1. Notify The Catholic Foundation of the Diocese of Lansing of your stock transfer gift intention with the following information:
| Donor Name | Name of Security |
| Address | Number of Shares |
| Preferred Phone and Email | Antcipated Date of Delivery |
| Gift Designation (e.g. Parish Name, DSA, endowment fund) |
More information
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
Contact us
If you have questions about gifts of stock, please reach out to Matthew Hufnagel, President, at 517-253-8748 or [email protected].
