OTHER TAX-DEDUCTIBLE WAYS TO GIVE
Mail a check to:
CatholicVote Education Fund
Chicago, IL 60690
Avoid paying capital gains tax by donating appreciated securities.LEARN MORE
Transfer funds from your IRA account.LEARN MORE
Leverage your gift through your employer.LEARN MORE
Thank you, thank you, thank you for your generous support of CatholicVote.
Your broker can assist you in making a gift of securities, including stock and mutual fund shares, through a depository trust company (DTC) transfer to the CatholicVote Education Fund. A gift of securities can be one of the most advantageous ways of giving. Giving securities held for over one year generally generates an income-tax deduction for the market value of the securities, and capital gains taxes can be avoided through such a gift.
If you would like to make a gift of securities, please provide your broker with the following information:
Receiving Firm Name: Morgan Stanley
Receiving Account Title: Fidelis Center for Law & Policy
Receiving Firm DTC Number: 015
Receiving Account Number: 496-109436-007
IMPORTANT: Please have your broker put your name in the “back office trailer” so that we know the gift is from you and can track it for tax purposes.
If you have general questions about making a gift of securities, please contact Kara Mone, CatholicVote, (312) 201-6559 or [email protected].
IRA owners who are at least age 70 1/2 can make a tax-free charitable contribution from their IRA to the CatholicVote Education Fund. This is known as a qualified charitable distribution (QCD). Amounts distributed as a QCD—up to $100,000 per year—can be counted toward satisfying your required minimum distribution (RMD) for the year. A QCD does not appear in your adjusted gross income (AGI), effectively reducing your taxable income.
To make a contribution from your IRA to the CatholicVote Education Fund, please contact the custodian for your IRA. Typically, you will need to provide your custodian with the following information. Qualified Charity Name: Fidelis Center for Law & Policy
Qualified Charity Address: P.O. Box 2709, Chicago, IL 60690
If you have general questions about making a contribution from your IRA, please contact Kara Mone, CatholicVote,(312) 201-6559 or [email protected].
Many employers sponsor matching gift programs. This is an excellent way for you to increase the value of your gift to the CatholicVote Education Fund. Matching amounts vary by company. Some companies will give $.50 for every dollar an employee donates, but others will give as much as $4 for every $1 that an employee donates.
A form must be submitted to your company to generate the matching gift.
To make a matching gift to the CatholicVote Education Fund follow these steps.
For online gifts:
For gifts by check:
You can name a particular dollar amount or percentage of your estate to the CatholicVote Education Fund. This type of donation in your will or living trust helps ensure that the great work we are doing at CatholicVote will continue for years to come.
If you would like to make such a gift, your attorney may use the following language:
"I, [Name], of [City, STATE, ZIP], give, devise and bequeath to the CatholicVote Education Fund [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
You can name the CatholicVote Education Fund as a primary, partial, or secondary beneficiary to your retirement plan, insurance policy, or investment accounts. If you choose to do this, you will need the following information:
Legal Name: Fidelis Center for Law & Policy
Federal Tax ID number: 20-2787890
Address: P.O. Box 2709, Chicago, IL 60690