Transfer ownership of stocks, bonds or mutual fund shares.
You receive an immediate income tax deduction for the full market value of the securities you transfer. In addition, you pay no capital gain tax on the difference between your cost and the fair market value.
Giving retirement assets, bequests, trusts, and etc.
There are several types of gifts that may fall under this category, many of which are very simple to make. These include:
Life Insurance: You can simply name Most Holy Trinity as a beneficiary
Retirement Assets: You can name Most Holy Trinity as a beneficiary of your IRA, 401(k) or other qualified retirement plans. Any amounts remaining in your plan, free of income and estate tax, will transfer to Most Holy Trinity.
Bequests: You can name Most Holy Trinity in your will as a beneficiary, and your estate will receive an income tax deduction for the value of your bequest. A bequest written in a will can be made for either a percentage or an amount.
If you are interested in any of these ways to give, please contact us at firstname.lastname@example.org or call the office at (228) 255-1294.