appreciated securities

Gifts of Specific Property

Benefits of giving long-term appreciated securities to the Diocese of Gary or your chosen parish or school:

You can make a significant gift at a reduced cost to you.
You can totally avoid capital gains tax.
You can deduct the full present market value of the securities.
Transfers of stock, bonds or mutual funds are easy to make.
Securities can also be used to fund a Gift Annuity or Charitable Remainder Trust

Benefits of giving through an IRA or retirement plan:

By naming the Diocese of Gary or a specific parish or school as the beneficiary of your IRA:

The designated charity will enjoy the full portion of the amount you specify.
The gift is easy to make.
People without a large estate plan, or those with no estate plan, can make this type of gift.

For more information contact Mr. Karl Dytrych at 769-9292 ext. 247 or email.