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It outlines differences between planned gifts and outright gifts, explains key characteristics and donor considerations, and provides practical sections on how the diocese or the parish handle securities. 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Stewardship and Development........................................................................................................ 2  \nPlanned Giving ................................................................................................................................. 2  \nB. Planned Gifts: Securities Donations................................................................................................. 3  \nIf the Diocese handles the donation ......................................................................................... 3  \nIf the parish handles the donation ............................................................................................ 3  \nParishioner statements of contributions .................................................................................. 4  \nMutual Funds............................................................................................................................. 4  \nFor the Parish to handle the donation............................................................................................. 5  \nSample Transmittal Letter to Donors ........................................................................................ 5  \nSample Instructions for Donors: How to Donate Securities and Mutual Funds ....................... 6  \nSample DTC Transfer Instructions ............................................................................................. 7  \nSample Stock Donation Acknowledgement Letter when handled by the Parish brokerage ....8  \nOptional Attachment................................................................................................................. 9  \nC. Sample Securities Donation Bulletin Announcements .................................................................. 10  \nD. Guidance for Charitable Deductions and Reporting ...................................................................... 11  \nDiocese Financial Policy ................................................................................................................. 11  \nIRS Publication 1771 Charitable Contributions Substantiation and Disclosure............................. 13  \nIRS Publication 561 for Tax Payers: Determining the Value of Donated Property ........................ 13  \nA. Stewardship and Development   \nFrom the USCCB Stewardship: A Disciples Response  \nAppendix II: Section III: Stewardship and Development  \n“Development and fund-raising programs sponsored by dioceses, parishes, schools and other churchrelated organizations should complement effective stewardship programs. No development activity should conflict with stewardship efforts in the diocese or parish. Instead, as a result of careful planning, there will be new opportunities for people to practice good stewardship by participating in the mission and ministries of their church.”  \n“The basic elements of a parish or diocesan development program are (1) a spiritually based plan with a mission statement, specific goals and objectives and priorities for funding; (2) a communications program that specifies how the diocese, parish, school or agency will regularly communicate its mission, goals, and funding needs to various internal and external publics; and (3) a fundraising program based on stewardship and development principles that outlines how the diocese, parish, school or agency will identify prospective donors, build strong relationships, and solicit gifts for current programs, capital needs, and endowments. To be successful, each of these three elements must be carefully coordinated with stewardship education efforts and other fund-raising activities (e.g., annual appeals or capital campaigns) at the diocesan and parish levels.”  \nPlanned Giving  \n“The term‘planned giving’ is now commonly used to describe commitments made by donors to transfer capital asse","cbCaiuD2fknnodtT","https://ap.wps.com/l/cbCaiuD2fknnodtT","pdf",1184584,"English","# Contents\n## A. Stewardship and Development\n## B. Planned Gifts: Securities Donations\n## C. Sample Securities Donation Bulletin Announcements\n## D. Guidance for Charitable Deductions and Reporting","[{\"question\":\"What is “planned giving” in the toolkit’s context?\",\"answer\":\"Planned giving refers to donor commitments to transfer capital assets such as cash, stock, certificates of deposit, real estate, or other personal property to a qualified religious, educational, or charitable organization as part of an overall estate plan.\"},{\"question\":\"What are the stated tax and benefit features of donating publicly traded securities?\",\"answer\":\"For securities held more than 12 months, the donor may deduct the fair market value up to 30% of adjusted gross income, and the toolkit states that neither the donor nor the charity pays capital gains or income tax on the transaction.\"},{\"question\":\"Who provides materials and instructions for donors on how to donate securities?\",\"answer\":\"The toolkit includes sample communications and instructions, including bulletin announcements, transmittal letter samples, donor instructions for donating securities and mutual funds, and sample DTC transfer instructions.\"}]","Parish Toolkit: Securities Donations | PDF",1789565791]