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Appreciated Property

Appreciated property may include securities such as stocks, bonds, mutual funds or real estate. These assets can make very attractive charitable gifts while offering you significant tax advantages. Persons with charitable interests should always consider the beneficial tax implications of a gift of long-term appreciated property over a gift of cash.

Making a gift of appreciated property to the School Sisters of Notre Dame provides you with a two-fold tax advantage: an immediate income tax deduction in the year the gift is made and total elimination of the capital gains tax.

Your broker, tax advisor or estate planning attorney will be able to assist you with all the details of this type of gift. In order for the School Sisters of Notre Dame to properly acknowledge gifts of stock or mutual fund shares, it is important that you call Irene Pérez at 262-787-1034 for transfer instructions.

Gifts In Kind

You may have things that you would like to find a “home” for and think perhaps the School Sisters of Notre Dame could use this or that item. Often we can, but it would be best if you could call our Mission Advancement Office just to make sure your donation is something that we can actually use. Current IRS regulations state that for the donor to get the full tax deduction benefit a donated gift-in-kind needs to be in agreement with the mission of the organization it is given to and be of use to the organization.

Please contact our Mission Advancement Office at 262-787-1034 or email ssndma@ssnd-milw.org to make sure your donation fits the above parameters.

 

Bless you for considering these options of support to the School Sisters of Notre Dame.


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