Stocks & Bonds

Make a gift of publicly-traded securities to the Franciscan Missions and potentially save income tax and capital gains tax, too. 

A gift of publicly-traded securities could be right for you if:

• You own publicly-traded securities that you have owned for at least one year.
• Some of these securities have increased in value since you bought them.
• Some of these securities may provide you with little or no income.
• You would like to make a gift to Franciscan Missions.

How It Works:

• You transfer shares of one or more publicly-traded securities, such as stock, bonds, and mutual funds, to Franciscan Missions. We would be happy to provide you with our brokerage information. If you have a paper certificate, please call our office to learn the proper way to make a gift of those shares. 
• The two most common ways to give publicly-traded securities are to make an outright gift of your securities or to make a gift of your securities and receive payments for life.