Donations of stock offer a way to make a charitable gift without having to utilize cash funds. In general, you can avoid capital gains tax liability by donating stocks held for more than 12 months. You should always consult with your financial advisor to determine the actual tax benefits or other consequences of a stock donation.

Steps for Donating Stock:

1. Download the Archdiocesan Stock Donation Form by clicking here. This form will provide your broker with written instructions regarding the stock to be donated and the routing of your gift to the Archdiocese's brokerage account.

2. Forward the completed Stock Donation Form to your broker and a copy to the Archdiocese's Office of Finance at finance@archlou.org or by mail to:

Archdiocese of Louisville
Office of Finance
P.O. Box 1073
Louisville, KY 40201-1073

*Note - If designating your gift to benefit a parish, please advise the parish.

For income tax deductibility purposes, the fair market value of your stock gift is determined by the date that the stock is received by the Archdiocese.