Gifts of Stock

St. Vincent Ferrer Catholic Church & School Stock Donations 

 

Gifts of Stocks/Securities

You can enjoy greater tax savings by donating gifts of stock to St. Vincent Ferrer Catholic Church.  You can designate your gift to a specific fund with the church or school or for use wherever St. Vincent’s deems the need is greatest within the parish.

By giving a gift of appreciated securities, you can avoid paying capital gains on the stock or security, receive a charitable gift deduction on your tax return and the parish receives the full value of your security.

Most commonly stocks are delivered through a broker at your request, for other options please contact the development office at 561-775-9590.

 

Deliver Stock Through a Broker

All stock transfers are handled through the Diocese of Palm Beach.  Please instruct your broker to transfer the stock to the Diocese of Palm Beach account; do not instruct your broker to sell the stock, either in your name or in our name. Your charitable gift deduction is calculated on the date the security is transferred into the Diocese of Palm Beach’s brokerage account.

  1. Please fill out and print the Stock Transfer Form.  Stock Transfer Form
  2. State the designated use as: St. Vincent Ferrer with intentions designate your gift to a specific fund with the church or school or for use wherever St. Vincent’s deems the need is greatest within the parish.
  3. Send a copy to your broker,David Walsh at the Diocesan Development Office [email protected] and Julie Ott at [email protected]