Appreciated Securities

When you donate appreciated securities, you are able to deduct the gift as a charitable donation and avoid capital gains tax at transfer. This allows you to leverage a larger donation by using appreciated securities rather than cash to make your gift.

Please contact Michel Picaud (michel.picaud@notredamedeparis.fr) to initiate your gift of stock.

You transfer appreciated securities to Friends of Notre-Dame de Paris, and then Friends of Notre-Dame de Paris sells the securities and uses the proceeds to fund critical renovation and restoration works.

You benefit in several ways, such as:

• You receive credit and an immediate income tax deduction for the fair market value (average high and low prices on the day of the transfer).
• You avoid capital gains tax.

Please note that the securities you use to make your gift must have been held by you for more than one year to be fully deductible.