GIVING
Planned Giving
Planned Giving
Bequests
Beneficiary Designation
Gift of Stock
With a gift of stock you can support the mission of Father Gabriel Richard High School and enjoy valuable tax benefits. Simply transfer stock of appreciated value directly to The Catholic Foundation.
Avoid Capital Gains Tax
If you transfer stock of appreciated value directly to The Catholic Foundation, you will not have to pay capital gains tax on the appreciated value of the stock that you may be obligated to pay if you were to sell the stock. That’s a real tax advantage for a charitably minded stock owner who doesn’t want to pay capital gains taxes.
A Great Source for Major Gifts!
If you wish to make a larger gift to The Catholic Foundation, you can make a tax-wise gift with a transfer of stock rather than tapping into your cash accounts this year.
Ready to make a stock transfer gift? It’s easy! Click here or just follow these steps:
- Direct your broker to transfer a gift of stock to The Catholic Foundation at:
Account Information
Name: The Catholic Foundation of the Diocese of Lansing
DTC #: 0015
Account #: 395-015775-043
Federal Tax ID #: 81-2025056 - Notify The Catholic Foundation of your stock transfer gift intention:
Donor Name
Address
Preferred Phone & Email
Name of Security
Number of Shares
Anticipated Date of Delivery
Gift Designation: Father Gabriel Richard High School
The Catholic Foundation Contact: Matt Hufnagel, Vice President of Development (517-253-8748 or mhufnagel@dioceseoflansing.org)
If you would like to discuss your planned gift, please contact President Joe Jordano at 734.662.0496 ext. 204 or email advancement@fgrhs.org.