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713-869-3783
With the stock market regularly breaking records at the closing bell, many of your investments are likely worth more today than what you originally paid for them.
Time to sell? If you do, you might have to pay capital gains taxes. There’s a better option that provides you with valuable tax incentives as well as the satisfaction of supporting a cause close to your heart: Give your stock to St. Theresa Catholic Church and School.
When you give St. Theresa appreciated securities that you’ve owned for more than one year, you will receive two tax benefits:
To realize full tax benefits from your gift, keep the following IRS guidelines in mind:
To transfer a gift of securities submit a completed LETTER OF INTENT form to your broker, and to assure that your gift will be properly identified and applied to your intended purpose please send a copy to St. Theresa Catholic Church and School.
Johanna Bransford at 713-869-3783 or email us at info@sttheresa.cc with any questions about naming St. Theresa Catholic Church and School in your will or living trust. We're happy to help, without obligation.