Instead of selling appreciated assets like securities or real estate to make a gift, donors can donate the appreciated asset directly to the Foundation and receive a charitable deduction for the full market value of the asset and pay no capital gains tax on the transfer.

*The Catholic Community Foundation of Southwest Florida does not provide legal, tax or financial advice.  When considering gifting options, seek the advice of your own legal, tax and/or financial professionals.


Please click here to access stock transfer information for the Catholic Community Foundation of Southwest Florida

Example 1: Selling Stock, then Making a Donation


Example 2: Transferring Stock Directly to the Church


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