Giving

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Donating Securities to St. Edwards Can Be A Win-Win

For many, charitable giving is rooted in faith, compassion, and a desire to help those in need but It can also be a wise financial decision. If you’re looking for a way to maximize the impact of your generosity—to both yourself and to St. Edward's—consider donating appreciated securities. This method of giving may allow you to avoid capital gains taxes while increasing the value of your charitable contribution.

When you donate long-term appreciated securities (such as stocks, bonds, or mutual funds), you may be eligible to deduct the full fair market value of the asset from your taxable income. That means instead of selling the security, paying capital gains tax, and donating the remainder, you can give the entire value directly—providing a larger gift to the Church and potentially receiving a larger tax deduction.

Donating securities can also help you rebalance your investment portfolio. If a certain holding has grown disproportionately and you’re planning to make a charitable gift, donating those shares can help you achieve both financial and spiritual goals in a single step.

While this approach might not be your first thought, it’s one worth considering—especially for those with appreciated assets and a generous heart. We encourage you to speak with your financial advisor or tax professional to explore whether donating securities is right for you. It’s a powerful way to support the mission of St. Edward’s while being a faithful steward of the resources God has entrusted to you.