Ways to Give to the Campaign

· One-time gift of Cash (see below)

· Four-Year Cash Pledge

· Appreciated Stock: Donating appreciated stock (held more than one year) makes an excellent gift. You avoid all capital gain taxes, and will receive a tax deduction.

· Bonds, Mutual Funds

· Gifts from Mandatory IRA Distributions. Anyone at least 70.5 years of age who is receiving mandatory annual distributions from an IRA can avoid tax if you donate directly to St. Philip’s and receive a tax deduction as well!

· CD’s, Saving Accounts, Brokerage Accounts, Checking Accounts with P.O.D. Provisions (payable upon death)

· Bequest Through Your Will: After providing for your family members, you can make a gift bequest of a dollar amount, specific property, a percentage of the estate, or what is left (remainder) to St. Philip’s parish. Consider a tithe of 10% or perhaps a bit more, offered for the glory of God.

· Gift of Life Insurance: A simple way to make a significant future gift is to name the Parish as beneficiary to receive all (or a portion) of the proceeds of an existing life insurance policy. You will receive a tax deduction for the cash surrender value, thus reducing your tax liability.

· Purchase a New Life Insurance Policy, naming the Parish as Owner and Beneficiary.

· Retirement Accounts: Funds from IRA’s or company plans beyond the comfortable support of yourself or loved ones may be given (like life insurance proceeds) to the parish by designating St. Philip’s as your official beneficiary.

· Personal Property: Gifts of personal property are always welcome, including collections, royalty, and mineral rights. Charitable tax deductions are available in the year of the gift.

· Real Estate: We are happy to discuss the possible gift of land, a house, or vacation home. You will receive a tax deduction for the full fair market value, and avoid all capital gain taxes.

· In-Kind Gifts: Gifts of goods or services are accepted by the organization with prior approval by the Campaign Steering Committee and the diocese of Fort Worth. Ordinarily these gifts will be credited toward the campaign at their full fair market values as determined by appraisal or other appropriate valuation techniques.
 
For assistance with making gifts using any of these methods, please contact Mark Masty