Cash is one of the easiest ways to make a charitable contribution. A cash contribution can be a check, money order or cashier’s check. You can either establish an endowment fund or give to an existing fund.
Gifts of securities, such as stocks and bonds, are accepted by the Catholic Community Foundation of San Diego. The securities may be given so that the donor receives a tax deduction equal to the fair market value of the donated assets while avoiding capital gains tax on the donated assets. The Catholic Foundation will work with you to facilitate the donation of both marketable and closely held securities. Donors whose gifts are matched by a company will receive credit for the matching amount.
Privately Held Stock
Gifts of privately held stocks are accepted by the Catholic Community Foundation of San Diego.
Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to the Catholic Community Foundation of San Diego.
Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to our organization.
IRA Charitable Rollover
If you are over the age of 70 1/2, you must take a required minimum distribution from your IRA. Normally, this distribution is taxed as ordinary income. However, federal legislation currently allows you to make a direct distribution from your IRA to a qualified charity, such as the Catholic Community Foundation of San Diego. Distributions up to $100,000 are not subject to income tax and still count toward fulfilling your required minimum distribution.
A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.