Catholic Foundation of Maine

Welcome Legacy Society Meet Our Donors Benefits of Giving Wisely Ways to Give Wisely Goals & Benefits Gift Plans » Assets You Can Give » Resources » Attorney Information Request Information Contact Us Tip of the Day

Bequest Charitable Bargain Sale Charitable Gift Annuity Charitable Lead Trust Remainder Annuity Trust Remainder Unitrust Retained Life Estate

Appreciated Securities Business Interests Cash Life Insurance Personal Property Real Estate Retirement Plan

Frequent Questions Glossary

Roman Catholic Diocese
of Portland
510 Ocean Avenue
P.O. 11559
Portland, Me 04104

Telephone: 207.773.6471
Fax: 207.773.0182
Contact the Diocese

This website is made possible through the generosity of the people of the Diocese of Portland to the annual Bishop's Appeal campaign.

Thank you for your support!

Gifts of Appreciated Securities

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

You transfer securities you have owned for one year or more to the Catholic Foundation of Maine.

The Catholic Foundation of Maine sells your securities and designates the proceeds to a fund of your choice.

Benefits

You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
You pay no capital gains tax on the securities you donate.
You can direct your gift to a specific fund or purpose.
You have the satisfaction of making a significant gift now or funding a life-income gift that benefits the Catholic Foundation of Maine later.

Is this gift for you? Click here.
Read more detail. Click here.

To learn more about gifts of appreciated securities, Email us, complete the Information Request Form, or call us at 207-321-7835 so that we can assist you.

Patricia M. Long
Executive Director
Catholic Foundation of Maine
P O Box 11559
Portland, Maine 04104-7559
207-321-7835
plong@portlanddiocese.net