If you have appreciated stock that you have held for more than one year, consider making a gift of the stock to the Sisters of Notre Dame. You can reduce or even eliminate the federal capital gains tax you would have paid had you sold this stock and you will receive a charitable income tax deduction based on the fair market value of the shares at the time of the transfer.
It’s easy to make a transfer of stock. Click here to view and download the stock transfer form and instructions. Click here to view and download the stock transfer form and instructions.
If you have any questions please call Monica May at (650) 486-2177 or Virginia Richardson at (650) 486-2168.