Stocks and Appreciated Securities
A gift of securities is one of the most cost-effective ways to support the Archdiocese of Vancouver or your parish, immediately or through a gift in your will. When publicly listed securities are donated to the Archdiocese or your parish, the tax on the capital gains is eliminated. Any publicly listed securities, including shares, bonds, warrants, stocks, mutual funds, and segregated fund units qualify. The Archdiocese will sell the securities and direct the proceeds to the cause you have specified. You can deduct the entire gift in the current year or carry tax credits forward for up to five years. Making a gift of securities though your will qualifies you for membership in the Catholic Legacy Society, which recognizes those who have made planned gifts to the Archdiocese of Vancouver or their parish. Please contact us and let us know of your gift so we can ensure that we at the Archdiocese fully understand your gift intentions to most effectively implement your wishes, and express our gratitude now through your membership in the Catholic Legacy Society as a planned gift donor.