St. Joseph Center Venice Planned Giving  
     
 

St. Joseph Center encourages donations of stock, securities such as mutual funds, or other appreciated assets because these donations can bring you significant tax benefits as compared to a regular cash donation or a donation of cash derived from a stock sale. For example, direct stock donations help you avoid capital gains taxes and can help reduce your income tax burden.

Electronic delivery of stock shares is most secure and expedient, but you are also welcome to transfer certificates directly. To transfer stock to St. Joseph Center, you will need to provide the following information for audit and acknowledgment purposes:

Name and address

Name and number of securities transferred

Specific St. Joseph Center program(s) to which your gift should be directed (if any).

For the specific information your broker will need to facilitate a stock donation and for details regarding electronic transfers, please contact the Director of Community and Donor Relations at 310-396-6468 ext. 335.