Gifts of Appreciated Stocks, Mutual Funds, and Bonds

Stock, mutual funds, and bonds and may be donated to support the mission of Seton Heritage Ministries, often with considerable tax savings to you. You need not sell them. Seton Heritage Ministries will do all the work.

Gifts of long-term appreciated securities have the same positive benefit to Seton Heritage Ministries as a gift of cash, but are much more beneficial to you. For securities held longer than one year, you receive a charitable tax deduction for the full fair market value of the securities, and both you and Seton Heritage Ministries are exempt from the capital gains taxes. If the charitable tax deduction cannot be used completely in the current year, the excess may be carried forward for up to 5 additional years. Gifts of appreciated securities are an excellent source for creating a Charitable Gift Annuity.

Please contact us via e-mail or call our Director of Development Relations for more information, (301) 447-7080.

More Ways to Give

• Annual Giving Valley of Blessings
• Gift through a Will or Trust
• Charitable Gift Annuities
• Gifts of Appreciated Stocks, Mutual Funds, and Bonds
• Gifts of Real Estate
• Gifts of Life Insurance
• Charitable Remainder Trusts
• IRA Gift
• Designated Gift
• Outright Gift