Gifts of stock
Donating appreciated securities — like stock, bonds, or mutual funds — is a tax-wise way to give with greater impact. You can as much as double your tax benefit by giving appreciated securities that you have held for more than one year.
Benefits of stock gifts:
- Receive a deduction for the full, fair market value of the security donated
- Owe no capital gains tax when the security is sold
- Make a larger gift than if you sell the security and incur capital gains tax before making a gift
- Bring material aid and spiritual care to people in need as part of your legacy
How it works
Donating stock, bonds, or mutual funds is easy to arrange. To make a stock gift:
- Inform your broker that you want to donate shares to FMA.
- Provide your broker with the information below so they can initiate your stock gift:
Receiving firm: Merrill Lynch
4 Digit DTC Number: 8862
Account Title at receiving firm: Franciscan Mission Associates
Account Number at receiving firm: 830-02729
Please let us know about your stock gift so we can confirm its transfer and properly thank you for your generosity.
Join the FMA Legacy Society
When you make a legacy gift to FMA, you will join other donors whose legacy gifts help sustain our ministries and missions and transform lives.
To learn more about the Legacy Society and the difference your legacy gift can make for people in need, please contact us.
leavealegacy@franciscanmissionassoc.org
Tel.: 914-664-5604
“Legacy Giving allows the Franciscan Friars to carry forward the mission of St. Francis, touching lives with compassion and faith. Your generosity ensures that our work in education, healthcare, and spiritual care continues to grow. Together, we create lasting change for future generations in need.“
Fr. Robert, OFM
Legacy giving information is for educational purposes only and is not intended as financial, legal, or tax advice. Please consult with qualified advisors about your unique situation.
