An endowment gift to today provides a brighter picture for our future. When you make a gift through a permanent endowment, you give a gift with both immediate and long-term benefits.
Here's how it works: Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at St. Mary's Catholic School. The remaining funds are reinvested to ensure indefinite financial support.
Supporting our mission through a gift of securities is as easy as instructing your broker to transfer the shares to St. Mary's. Donating securities held more than a year potentially offers a double tax benefit—a full fair market value tax deduction and elimination of capital gains taxes.
Please complete this form prior to transferring so that we can identify and apply your gift properly. All stock transactions are processed through the Diocese of Austin and distributed to St. Mary’s Catholic School once liquidated. Please contact Lisa Rosenberger to begin the process.
Provide this information to your broker:
Catholic Diocese of AustinWould you like to streamline your charitable giving? A donor-advised fund, also known as a "charitable checkbook," is easy to create and can offer immediate tax benefits while simplifying your yearly charitable giving, including your generous gift to St. Mary's Catholic School. DAFs can be set up through a community foundation or your financial institution.