Support the Parish with stocks, mutual funds or matching gifts

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As we approach the end of the year, please consider donating appreciated stocks or shares of mutual funds to St Joseph Parish.  It is easy and tax efficient.

Donating publicly traded appreciated stocks or shares of mutual funds to St. Joseph Parish can avoid capital gains tax and provide a current year tax deduction if you itemize deductions on your tax return.

And owners of traditional IRAs who are 70 ½ and older can donate your IRA’s Required Minimum Distribution and avoid having it count as taxable income.  Consult your tax advisor and IRS Publication 526, Charitable Contributions, for more information.

Donating appreciated stocks or shares of mutual funds to St. Joseph Parish is easy!

Step 1 – Go to:  https://www.oakdiocese.org/how-to-give.  Print and complete the diocese’s online Security Donation Form requesting your broker transfer a certain number of shares of a company or a mutual fund from your investment account to the Schwab brokerage account of the Roman Catholic Bishop of Oakland. Be sure to indicate your gift is for St. Joseph Parish – Fremont.

Step 2 – Submit the original of the completed Security Donation Form to your broker and email a copy of the completed form to Janet Ang in the Diocesan Finance Department at jang@oakdiocese.org and to Gina Mehta, St Joseph Business Manager, at gmehta@saintjosephmsj.org

Step 3 – St. Joseph Parish will send you a letter acknowledging your contribution. You should also keep a copy of your broker’s record of the value of the securities at the time of transfer which typically is the amount you can claim as a tax deduction.

Match Your Donations

Many employers have matching gift programs. This is a great opportunity to increase your financial support to our parish by leveraging your donation with matching corporate funds. Although many corporations will not match contributions to religious organizations such as the parish, some do. 

Most companies will match donations to schools and to a non-sectarian, non-profit corporations such as the Committee for the Restoration of the Mission San Jose (CRMSJ).  Contributions to St Joseph School and CRMSJ help to fund needed improvements and operating expenses at the school, Mission church and museum.

If your employer has a matching gifts program, please consider supporting St. Joseph parish with a gift to one of the following:  St Joseph’s Church, Tax ID number 94-1358335, St Joseph School, Tax ID number 94-1535363 (This is the tax ID for the Diocesan Schools Department, so donors should be sure to indicate their gift is for St Joseph’s School in Fremont), or Committee for the Restoration of the Mission San Jose, Tax ID number 94-2341096.

 If you have any questions, contact Gina Mehta at gmehta@saintjosephmsj.org or call (510) 656-2364.

Support the Parish with stocks, mutual funds or matching gifts