Planned Giving

Appreciated Securities

Use These as a Gift and Get a Tax Deduction

Securities and mutual funds that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift to Archdiocese of Chicago. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds you have held more than one year to us in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You are also entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Securities are most often used to support our work in the form of:

  • An outright gift
    When you donate securities to the Archdiocese, you receive the same income tax savings that you would if you wrote us a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.
  • A transfer on death (TOD) account*
    By placing a TOD designation on your brokerage or investment account, that account will be paid over to one or more persons or charities after your lifetime.
    Click on the links below to see the additional ways to fund your gift:
    • A gift in your will or living trust.
    • A memorial gift.
    • An endowed gift.
    • A charitable gift annuity.
    • A charitable remainder trust.
    • A charitable lead trust.

*State laws govern payable on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.

Next Steps

  • For additional information on appreciated securities, please contact:
    Elin R. Schriver, Planned Giving Relationship Manager
    Archdiocese of Chicago
    835 North Rush Street
    Chicago, IL 60611-3020
    312.534.5396
    eschriver@archchicago.org
  • Seek the advice of your financial or legal advisor.
  • If you include the Archdiocese in your plans, please use our legal name and federal tax ID.

Legal Name: Archdiocese of Chicago or The Catholic Bishop of Chicago

Federal Tax ID Number: 36-2170826

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.