Giving stock or a mutual fund that you have owned for at least a year that has increased in value can be a very smart way to support the mission of Our Lady's. Much of the same income tax savings may be available to you for donating stock as they are for writing a check, but giving your appreciated stock may also allow you to eliminate the capital gains taxes that would be due if you sold it yourself.  Our Lady's will get the full value of your stock, and you may also be entitled to a federal income tax charitable deduction based on the stock’s value on the date transferred. 
 
Please call us before making your gift. The instructions to share with your broker are below:

Our Lady's Maronite Catholic Church's Broker Name
Broker Street Address Here
City, State, Zip

DTC #XXXX, code XX
For the benefit: Our Lady's Maronite Catholic Catholic Church
Account # XXXX-XXXX
ph: XXX-XXX-XXXX to confirm

Making this gift is often as easy as telling your broker the information above, and telling us beforehand will help ensure swift delivery of the receipt that you may use for tax purposes. Our Lady's policy is to sell gifted securities as soon as reasonably possible, and your receipt is based on the average of the high and low value of the stock on the date we receive it. It may take your broker a few days to make the transfer, so do not wait until the last week of the year -- please call today!  Contact Lee Moore in the parish business office at 512-458-3693, or [email protected]. Once a donation is made, please alert Lee about the stock transfer so we can track and confirm the transaction. Thank you!

Please seek the advice of your own professional advisor when considering a gift of securities.  Our Lady's does not provide legal or tax advice, and your advisor may know what is best for your particular financial situation.