Gift
Plans Bequest Charitable
Bargain Sale Charitable Gift Annuity Charitable
Lead Trust Remainder
Annuity Trust Remainder Unitrust Retained
Life Estate
Assets
You Can Give Appreciated Securities Business
Interests Cash Life
Insurance Personal Property Real
Estate Retirement Plan
Gifts of Appreciated Securities
CLICK HERE FOR A DETAILED EXPLANATION
How It Works
You transfer securities you have owned for one year or more to Julie Billiart School.
Julie Billiart School sells your securities and uses the proceeds for its programs.
Benefits
- You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
- You pay no capital gains tax on the securities you donate.
- You can direct your gift to a specific fund or purpose.
- You have the satisfaction of making a significant gift now or funding a life-income gift that benefits Julie Billiart School later.
More
- Is this gift for you? Click here.
- Read more detail. Click here.
To learn more about gifts of appreciated securities, Email us, complete the Information Request Form, or call us at (216) 381-1191 so that we can assist you.
The Julie Billiart School
4982 Clubside Rd.
Lyndhurst,OH 44124
(216) 381-1191 | Fax: (216) 381-2216
