Federal and state laws on income and inheritance taxes encourage charitable giving. It may be particularly advantageous for some people to contribute stocks, appreciated securities, annuities, property or other valuables. Or, traditional giving through personal check or electronic transfer may be best. Some may have the option of applying for a matching gift. In many cases, the tax savings may be more than your original investment in the gift. Because each situation is unique, we urge you to discuss such donations with a financial advisor.
Checks and Electronic Gifts:
Traditional gifts via personal check are accepted, as well as payments made by credit card (Visa, MasterCard, Discover, American Express) or through direct debit from a checking account. If you would like to make a gift via direct debit, please include a voided check with your completed pledge form and mail to: Bishop's Appeal, Diocese of Oakland, 2121 Harrison St, Suite 100, Oakland, CA 94612.
Stocks and Securities:
Other gifts such as appreciated stock or securities are also options. Please review the Procedures for Making a Stock or Securities Gift, or donors can call Paul Bongiovanni, Controller, in the Finance Office at 510-267-8321.
Matching Gifts:
Some diocesan family members may be employees or former employees of companies that have a matching gifts program. A matching gift program may allow a donor to double the size of their gift through employer contributions.
Recent matches have come from PG&E, Chevron, Microsoft, Union Pacific Fund for Effective Government, Cardinal Health, General Atomics, Qualcomm, Sempra Global, United Way, Sanafi and REI.
Simply contact the personnel office at your company for information regarding qualifying not-for-profit agencies and the appropriate form(s). Complete the donor portion, and then forward the form and information regarding matches with your pledge card to: Bishop's Appeal Office, Diocese of Oakland, 2121 Harrison St., Suite 100, Oakland, CA 94612.We will then verify eligibility, and contact you.
Gifts of Property, Life Insurance, Annuities, Wills or Bequests:
Families or individuals can make gifts of real estate, personal property, automobiles, life insurance, estate bequests, annuities or charitable remainder trusts. For substantial gifts of property other than marketable securities, the IRS requires an appraisal. Procedures for gifts of property, insurance, annuity, wills or bequests can be obtained by calling Paul Bongiovanni, Controller, or Mike Canizzaro, Chief Financial Officer, in the Finance Office at 510-267-8321 for more information.
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