We appreciate your generosity!
Appreciated Stock and Securities
We understand that cash may not always be the best way to give, so there are other options in which to support the Old St. Pat’s mission. Giving through appreciated stock is a simple two step process and only takes a few minutes.
- You can call or email Lauren McCallick(firstname.lastname@example.org / 312-831-9355) to notify her of the number of shares and name of security that you intend to transfer.
- To facilitate the transfer, you or your broker will need the following information.
William Blair & Company – DTC #0226
Account Number – ESR-005570
Catholic Bishop of Chicago Account
For the Benefit of: Old St. Patrick’s Church, Chicago, IL
When donating appreciated stock, you are entitled to a charitable deduction equal to the fair market value of the stock. You will also avoid income tax on the capital gain while supporting the mission of Old St. Pat’s.
Many companies match charitable donations of their employees and to set it up is a simple request. Matching gifts help to maximize the generosity of our members as well as give Old St. Pat’s access new resources. Most corporations’ matching gifts programs simply require tax information from the beneficiary of the gift (Old St. Pat’s). We are happy to supply all of the necessary information to your company’s Human Resources department to begin a matching gift program.
Questions regarding a matching gift donation can be directed to Lauren McCallick at 312-831-9355 / email@example.com
Expired U.S. Savings Bonds
Several series savings bonds have recently reached final maturity and no longer pay interest. Contributing the proceeds from these bonds to Old St. Pat’s will produce a charitable deduction that offsets tax on unreported interest and reduces other taxable income. You can also contribute the proceeds from the sale of U.S. Savings Bonds toward a charitable gift annuity for Old St. Pats. It will produce a generous tax deduction to help offset the taxes from the bond redemption. Your charitable gift annuity pays you an income for the rest of your life and results in a terrific gift to Old St Pats.