GIFTS OF STOCK
Donors may elect to give stock and/or mutual funds to honor their campaign pledge. If the stock has been held long-term (over one year), the donor does not have to pay capital gains tax on the stock and is allowed a tax deduction for the average value of the stock on the date received. Donors may also choose to sell stock to claim a loss, which may be beneficial for tax circumstances. In either case, the stock must first be transferred to the Diocese of Springfield before being liquidated. If you would like to initiate a donation of stock or securities, please contact Christine Peyman at [email protected] or by calling 413-452-0504

Instead of donating the after-tax proceeds from the sale of your appreciated securities, consider increasing your impact by donating stocks, bonds, and mutual funds, directly to the Diocese of Springfield.

Please download and fill out the form below to make your donation.