Gift of stocks or mutual funds

Many people are surprised and pleased to learn that donating appreciated securities that you have owned for at least a year is one of the best and easiest ways to maximize your gifts to the Marian Fathers and other causes you care about.

We’ve partnered with FreeWill, a secure stock-donation tool where you can complete all the necessary forms in as little as 10 minutes. The forms already include our legal name and brokerage account information.

Here’s how it works:

• If you donate appreciated securities directly to charity, you do not incur capital gains tax, so your gift is at least 20% more valuable than if you sell your investment and then donate the after-tax proceeds.
• Your gift is tax deductible for its full value on the date of your gift.

If you wish to work directly with your broker, here are the instructions for transferring securities:

• DTC Number: 8862
• Account Number: 808-04088
• Account Title: Congregation of Marian Fathers
• Our broker: Derek Nolan, Merrill Lynch, telephone (518) 462-8324