Giving
Planned Giving
Gifts of Stock or Appreciated Securities
How It Works
- You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Saint Viator High School.
- Saint Viator High School sells your securities and uses the proceeds for our programs.
Benefits
- You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
- You pay no capital gains tax on the transfer when the stock is sold.
- Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.
Next
- Frequently asked questions on gifts of stock.
- Contact us so we can assist you through every step.
Saint Viator High School
Located in Arlington Heights, IL, Saint Viator High School is a private, co-ed, Catholic school for grades 9-12. Students benefit from a challenging academic program, fine and performing arts, competitive athletics, and a wide selection of extracurricular activities.