“For where your treasure is, there your heart will be also” - Luke 12:34

Gifts of Stocks or Securities:

Support Mount Calvary Foundation by donating securities—including stocks, bonds, or mutual funds. A gift of securities may include additional benefits:

  • Receiving an income tax deduction for the full market value of the gift as of the date of the transfer;

  • Paying no capital gains tax on the appreciation of your asset (the difference between your cost basis and current fair market value) if securities has been held for a year or more;

  • Making a generous charitable gift without reducing your liquid assets;

  • Reducing your exposure to estate taxes

To receive the full tax benefit, stocks must be transferred to the Mount Calvary Foundation before they are sold.

Download stock donation instructions:

For more information on making a stock or securities gift:

952-474-8893
Foundation@mountcalvary.org

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about your tax or financial situation or with your estate, please consult a qualified professional advisor.