News

Stock and IRA Charitable Gift Donations

A gift of your securities, including stocks. mutual funds and IRA Charitable Rollover Distributions, are an easy way to make a gift to the Church.  By making a gift to your parish, school or ministry of your appreciated securities or retirement account, you can avoid paying capital gains tax that may otherwise be due if you sold these assets.

Contributions are deductible for tax purposes. These donations are made to the Catholic Accounts for Parishes and School, Inc., which is a separate non-profit organization from the diocese. There are no transaction fees or other costs and the full value of the sold securities benefits the parish, school or other Catholic charities you select.

The deadline for these types of donations is December 15, 2025.  For more information on making a gift, please visit sdcatholic.org/giving

For more information, contact either Manny Aguilar at the Diocese (858) 490-8294, maguilar@sdcatholic.org, or Robert Bowles at Merrill Lynch, the Diocese’s Client Associate, (858) 673-6761, Robert.S.Bowles@ml.com.

Please see additional information below regarding IRA Donations and Stock Donations.