Legacy Planning: Donate Securities or Mutual Funds
A Tax-Savvy Way to Support Our Parish
Please help us cover our increased operating costs by considering a direct gift of securities or mutual funds. You can reduce or eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer. For more information about donating stock or securities, please contact your financial advisor.
To make a stock donation to Our Lady of the Wayside, please visit archchicago.org/stockgiftform and complete the electronic Letter of Intention form. Once you have submitted the form, you will receive a confirmation email with detailed instructions for you to complete your gift.
If you have any questions, please contact Karen Whitehead, Archdiocese of Chicago at 312.534.7461 or firstname.lastname@example.org.Tags: #legacyplanning, #mutualfunds, #olwparish, #securities