A Tax-Savvy Way to Support St. Elizabeth of the Trinity
Please help us cover our increased operating costs by considering a direct gift of securities or mutual funds that have appreciated in value and have been held for more than one year.
When you donate appreciated securities or mutual funds to our parish, you can reduce or even eliminate federal capital gains taxes on the transfer.
You may also be entitled to a federal income tax charitable deduction
based on the fair market value of the securities at the time of the transfer.
For more information about donating stock or securities, please contact your financial advisor.
To make a stock donation to St. Elizabeth of the Trinity, please visit: archchicago.org/stockgiftform
and complete the electronic Letter of Intention form.
Once you have submitted the form, you will receive a confirmation email with detailed instructions for you to complete your gift.
If you have any questions, please contact Karen Whitehead, Archdiocese of Chicago at 312.534.7461 or by email at firstname.lastname@example.org.
Another way to donate is by including a gift to our parish in one of the following ways:
- Will or Trust
- Retirement Assets
- Life Insurance Policies
- Charitable Gift Annuity
For more information, please visit: myimpact.archchicago.org or contact Krystina M. Campbell, Planned Giving Officer, Archdiocese of Chicago at 312-534-5404 or email@example.com
She can provide you with a free step-by-step guide to reviewing your estate plan.
Please be sure to indicate you wish to benefit St. Elizabeth of the Trinity.