Securities and mutual funds that have appreciated in value and have been held for more than one year are highly regarded assets for making a gift to the Diocese of Oakland. Contributing securities or mutual funds not only supports our mission but also provides significant benefits to the donor. By donating appreciated securities or mutual funds, individual donors can potentially reduce or eliminate federal capital gains taxes on the transfer. Additionally, donors may qualify for a federal income tax charitable deduction based on the fair market value of the securities at the time of the donation. As always, please consult your personal advisors before acting on this information.

Donations can be facilitated by completing the provided form and submitting it to both your investment broker and the Diocese of Oakland’s Controller, John Pluth. For any questions, please contact Terri Porter, Director of Advancement.

Stocks And Securities Donation Form And Instructions

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 his/her 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 response/pledge card to:

Diocese of Oakland
Office for Mission Advancement
2121 Harrison St., Suite 100
Oakland, CA 94612

When making a gift, please make sure you specify the program name to expedite the process.

Families or individuals can make gifts of real estate, personal property, automobiles, life insurance, estate bequests, or charitable remainder trusts. For substantial gifts of property other than marketable securities, the IRS requires an appraisal. Procedures for gifts of property, insurance, wills, or bequests can be obtained by calling the Office of Mission Advancement at 510-267-8314 for more information.

Traditional gifts via personal check are accepted (made payable to a specific program, i.e. "Bishop's Ministries Appeal", or "FACE"). Make sure your parish name is written on the check. Include the response/pledge card or donation form.

Mail to:

Diocese of Oakland
Office for Mission Advancement
2121 Harrison St., Suite 100
Oakland, CA 94612