Planned Giving

Maximize your philanthropic goals

  • Make a difference in people's lives and always be remembered for your contribution
  • Benefit yourself, your family and Fellowship of Catholic University Students with your planned gift
  • Help us fulfill our mission for many years and generations to come
  • Help further our mission with the

    IRA Charitable Rollover

    ACT NOW! If you are 70½ or older, avoid taxes on transfers of up to $100,000 from your IRA

    Learn More

  • Planned Giving

    Maximize your philanthropic goals

    • Make a difference in people's lives and always be remembered for your contribution
    • Benefit yourself, your family and Fellowship of Catholic University Students with your planned gift
    • Help us fulfill our mission for many years and generations to come
  • You know it's better to give than to receive.

    What if you could do both?

    Learn More

  • Free Wills Guide

    Are you starting to plan your End of Year Giving?

    Planning early can provide you with a lot of benefits: you can save money, you can make sure your family is happy and you can gain peace of mind. There is another kind of plan — a personalized estate plan - that can provide you with the same benefits. Click here to learn how we can help you develop your estate plan.

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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Fellowship of Catholic University Students.

Gift of Stock and Bonds
Stocks/Bonds
FOCUS
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - Transferring securities electronically to FOCUS is easy, safe, and cost effective. It is possible to designate these gifts to a specific missionary's support account as well. Here are the simple steps:

  1. Inform your broker that you would like to make a stock gift to FOCUS.
  2. Provide your broker with the following information:
    -  Broker: Baird
    -  Account Name: Fellowship of Catholic University Students
    -  Account Number: 3324-1271 AAIX
    -  DTC Number: 0547
  3. Inform FOCUS to be aware of incoming transaction by emailing donations@focus.org.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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