Thank you for your interest in making a charitable gift to Holy Angels in the form of a stock transfer. Donations of appreciated stock or securities are an easy, impactful and cost-effective way to support Holy Angels while gaining tax advantages.

Unfortunately, when funds are transferred electronically, the donor's name is not always included in the transfer information. By letting us know of your gift, we will be able to properly match the funds that we received with your gift record. Please call, e-mail, or write to us with the following information:

• Name of stock transferred

• Number of shares

• Brokerage firm stock transferred from

• Approximate date of transfer

• How you would like the gift used at Holy Angels

The information below is provided for the general knowledge of Holy Angels parishioners and benefactors. It is not intended as legal or tax advice. For such advice, please consult your attorney or tax advisor.

• You receive an income tax deduction for the full market value on the date of the gift, provided you have owned the securities for more than 12 months.

• Most donors avoid capital-gains tax otherwise due on the sale of the securities.