Planned Giving at Catholic Charities of Los Angeles, Inc.



Gifts of Business Interests

CLICK HERE FOR A DETAILED EXPLANATION

How it works

You give shares of closely-held stock to Catholic Charities of Los Angeles, Inc.

Catholic Charities receives dividends from the stock, or offers the stock back to your company for redemption or re-purchase.

Benefits

  • You receive gift credit and an immediate income-tax deduction for the appraised value of your shares, even if their original value was close to zero.
  • You pay no capital gains tax on any appreciation that has taken place in the shares.
  • Under certain conditions, you may be able to use closely-held shares to fund a life-income arrangement.
  • You have the satisfaction of making a significant gift that benefits both you and Catholic Charities during your lifetime.

More

To learn more about gifts of business interests, Email us, complete the Information Request Form, or call us at 213-251-3495 so that we can assist you.


©2001-2008 Catholic Charities of Los Angeles, Inc.




Catholic Charities of Los Angeles, Inc.
1531 James M. Wood Boulevard
P.O. Box 15095
Los Angeles, California 90015-0095
213-251-3495 | Fax: 213-251-3497




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