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img 429 W. 10th St. Pueblo, CO
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Gifts of Stock

To leave a legacy of help and hope for people in need, please contact Jimmy DiIorio at (719) 586-8613 or jdiiorio@pueblocharities.org

Beneficiary Designations

To make us a full or partial beneficiary of your IRA, 401(K), annuity or life insurance policy, simply request a beneficiary designation form from your plan administrator. Our legal name is Catholic Charities Diocese of Pueblo. Our tax identification number is 84-0471001.

Bequest Gifts – Sample Language for Wills and Trusts

“I give to Catholic Charities of the Diocese of Pueblo all (or a specific percentage) of the rest, residue, and remainder of my estate (or the sum of $___) to be expended by it in furtherance of its general purposes (or to be used exclusively for a specific program. If such program is not in existence at the time of my death or at any time thereafter, Catholic Charities may designate another program that is continuing the goals of such program.)”

Legal name: Catholic Charities of the Diocese of Pueblo

Address: 429 W. 10th St Pueblo, CO 81003

To leave a legacy of help and hope for people in need, please contact Jimmy DiIorio at (719) 586-8613 or jdiiorio@pueblocharities.org

 

Advantages of giving stock

Donating stock is easy to do, and may result in tax savings. A gift of stock is valued for tax purposes on the date of transfer. The fair market value of gifts of long-term, capital gain securities is deductible up to 30% of a donor’s adjusted gross income. Any amount in excess may be carried forward for a period of five years. Giving securities that have increased in value is a great way to benefit Catholic Charities and bypass the capital gains tax that would be due on a sale.

For example: Suppose that stock purchased years ago for $1, 000 is now worth $10,000. Donating those shares would result in a charitable deduction of $10,000, and you would not owe capital gains tax on the $9,000 of appreciation.