Planned Giving

Gifts of Appreciated Securities

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

  You transfer securities you have owned for one year or more to the Catholic Diocese of Arlington.

  the Arlington Diocese sells your securities and uses the proceeds for its programs.

Benefits

  • You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the securities you donate.
  • You can direct your gift to a specific fund or purpose.
  • You have the satisfaction of making a significant gift now or funding a life-income gift that benefits the Arlington Diocese later.

More

To learn more about gifts of appreciated securities, Email us, complete the Information Request Form, or call us so that we may assist you.




The Catholic Diocese of Arlington
200 N. Glebe Road
Suite 811
Arlington ,VA
(703) 841-2516