Appreciated Assets
Simplest Ways to Give
Appreciated Assets:
Making an outright gift of stocks and securities offers the simplicity and satisfaction of a gift of cash while providing additional tax benefits. For many donors, the transaction is often as simple as calling one’s broker and authorizing a transfer to Catholic Charities.
Shares can be donated by issuing a new certificate to Catholic Charities or you can transfer them electronically to Catholic Charities account #32050744 at Wintrust Bank DTC #141.
Please contact the Development Director at 815.723.3405 x1102 and notify us of your intentions since electronic transfers are not executed with the donor’s name attached to the share description.