Charitable gifts through the designation or donation of basic assets are all deeply impactful. A decision to donate your home, designate St. Raymond’s Society as a beneficiary of a life insurance policy or donations from a retirement account are all creative ways to give and may reduce unnecessary taxes for you as the donor.
Please fill out the form below to view all necessary information for a securities transfer including DTC number, brokerage name, account number, legal name and physical address. Thank you so much for your consideration!
