Gifts of Securities
Thank you for considering a gift of securities in support of St. Joan of Arc Catholic Church. Gifts of securities often offer significant tax benefits for a donor. For example, contributions of appreciated securities held for over a year are generally deductible at market value, regardless of what the donor paid for them; moreover, the capital gains tax is avoided through such a gift.
To Make a Gift of Securities
To notify St. Joan of Arc Catholic Church of a gift of securities, please contact either Development Office listed below with complete donor information (name, address, phone number), the name and type of securities to be gifted (public, private, restricted etc.), the number of shares, and the date you intend to make the gift.
Types of Transfers
1) DTC Transfer of Stock
To transfer securities to the St. Joan of Arc Catholic Church via DTC, please use the following instructions:
St. Joan of Arc Catholic Church Morgan Stanley Smith Barney Account No. (call Development Office for this information)
Donor Name & Address:_______________________
In order to promptly and accurately credit a security gift to the appropriate donor, it is essential that the transfer instructions include the donor’s name and address. Without this information, we are occasionally unable to identify the donors of certain securities.
In order to determine if a security gift is to be an unrestricted gift or to be applied to a specific use or purpose, please contact Wendy Horton in our Development Office at (561) 952-2838 or email her at email@example.com.
If your broker requires further information, he or she should contact:
Morgan Stanley Smith Barney
Account name: St. Joan of Arc Catholic Church
Account Number: (Please call the development Office for this information)
1801 N. Military Trail
Boca Raton, FL 33431
It is very important to us that we appropriately acknowledge the generosity of our benefactors in a timely and accurate manner. It can be difficult to identify the donor after a gift of securities is processed, particularly in the case of an electronic transfer. Therefore, please ask your broker to include your name and address in the DTC transfer instructions, and also please inform our Development Director of your gift by email, phone, or letter.
Gift Valuation Date
1) Physical Securities
The gift valuation date for physical securities is determined by the postmark on the envelope used to mail the securities. For hand delivery of securities, the gift valuation date is the date the securities are turned over to St. Joan of Arc representatives.
2) Electronic Transfers
The gift valuation date for securities sent to us via DTC is the date the securities are deposited into our Morgan Stanley Smith Barney account.
Please note: St. Joan of Arc Catholic Church is religious institution and does not provide tax, legal, or financial advice. Any document or information shared by our staff is intended to be educational. We strongly encourage donors to seek counsel from their own legal and financial advisors. Please be aware that any information or documents shared by our staff cannot be used to avoid tax-related penalties.
Planned, or deferred, gifts can provide significant benefits to you and your loved ones now and in the future, while offering financial support for St. Joan of Arc for generations to come. Some popular planned giving vehicles include bequests, gifts of retirement assets, gifts of life insurance, charitable gift annuities, deferred gift annuities, charitable remainder trusts, and charitable remainder unitrusts.
Please discuss your plans with your financial advisors to create a gift plan that works for you.
Gifts of Real Estate
Gifts of appreciated real estate can confer significant tax benefits on the donor, particularly if returns from the property are modest compared to the capital gains tax that would be levied if the property were sold. Donors of appreciated real estate may be able to deduct the full market value of the property.
Please note: St. Joan of Arc is a religious institution and does not provide tax, legal, or financial advice. Any document or information shared by our staff is intended to be educational. We strongly encourage donors to seek counsel from their own legal and financial advisors. Please be aware that any information or documents shared by our staff cannot be used to avoid tax-related penalties.