Stocks and bonds that have appreciated in value can be donated to KCHS. You will receive a charitable deduction for the full fair market value of the securities on the date of the gift and avoid paying taxes on the appreciation.
- Step 1: Please contact the Development Office at 865/560-0525 with the number of shares and the name of the stock you plan to transfer.
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Step 2: Please contact your broker and request that the stock be electronically transferred to the KCHS account:
Morgan Stanley
9648 Kingston Pike, Knoxville, TN 37922
Contact: Laura Carter, 865/694-1044
Brokerage Account #647042019
DTC #0015
A planned gift (also known as a deferred or estate gift) is a wonderful way to support Knoxville Catholic, and may provide additional tax or financial benefits.
A BEQUEST is one of the simplest ways to leave a lasting legacy and ensure the future of a quality Catholic education. Bequests to KCHS are deductible from your gross estate and offer estate tax savings. As a nonprofit corporation, we are not subject to estate taxes. Donors can remember Knoxville Catholic High School through three types of bequests:
- Specific Bequest – KCHS as the direct beneficiary of a specific amount of money, percentage of your estate or piece of personal property.
- Residuary Bequest – KCHS will receive all or a portion of the remainder (residue) of your estate once all specific bequests to family and friends have been satisfied.
- Contingent Bequest – KCHS as a contingent beneficiary to receive assets in the case that your named individual beneficiaries do not survive you.
Please consult your tax advisor for more information.
Thousands of companies have established programs that will match employee charitable donations dollar for dollar. This is an easy way to double, or even triple, the size of your Annual Fund contribution! Please ask your employer if your company will match your gift.
A donation of needed goods or services qualifies as a gift-in-kind. Examples are printing services, landscaping, and some equipment. Please contact the Development Office at 310-873-7079 to inquire about current needs.
Make a Gift Today
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