Gifts of long-term, appreciated stocks and bonds are a smarter way to give because they provide a potential double benefit: You will be eligible for both a charitable tax deduction for the value of the securities on the day you transfer, and you may not be responsible for taxes on any gains from the time you acquired them. To make a gift of stock to St. John Neumann Catholic Church, please provide the following to your broker to initiate the transfer:
Firm to Transfer Securities to: | Morgan Stanley |
DTC Number: | 0015 |
Account Number: | 504-049332-066 |
Note to send with transfer: |
Your name and what you want the gift to support |
Morgan Stanley Contact: | Evan Wilson, CFP (301) 556-2320 | FAX: (301) 760-3620 evan.wilson@@morganstanley.com |
Make a gift to the Church in your will and ensure your values are remembered for future generations of the faithful! If you have included St. John Neumann Catholic Church in your will, let us know by calling our Business Manager at (301) 977-5492 or by emailing business@sjncatholic.org
If you are planning to make a gift to St. John Neumann Catholic Church in your will, below is a sample language to share with your estate planning attorney to be sure your intentions will be made and strengthen our Church for future generations!
If your gift is to be your residuary estate:
“All of the rest, residue and remainder of my property and estate, including any lapsed or disclaimed legacies of any character, whenever acquired and wherever situated, to which I or my estate may be in any manner entitled at the time of my death, including any property or estate as to which I may have any power of disposition or appointment (all of which is my “residuary estate”), shall be disposed of as follows:
I give, bequeath and devise my residuary estate in fee simple absolute to the St. John Neumann Catholic Church for the benefit of (insert a ministry or program or general use) at St. John Neumann Catholic Church, 9000 Warfield Road, Gaithersburg, MD 20882.”
If your gift is to be a percentage of your residuary estate:
“All of the rest, residue and remainder of my property and estate, including any lapsed or disclaimed legacies, of any character, whenever acquired and wherever situated, to which I or my estate may be in any manner entitled at the time of my death, including any property or estate as to which I may have any power of disposition or appointment (all of which is my “residuary estate”), shall be disposed of as follows:
I give, bequeath and devise _____ percent ( ___%) of my residuary estate in fee simple absolute to benefit (insert a ministry, program or general use) at St. John Neumann Catholic Church, 9000 Warfield Road, Gaithersburg, MD 20882.”
If your gift is to be a specific amount of cash or securities:
“I give, bequeath and devise ___________ dollars ($ _______) or ______ shares of my ________ stock to St. John Neumann Catholic Church (Tax ID No. 52-1129146), located at , 9000 Warfield Road, Gaithersburg, MD 20882 for the benefit of (insert ministry, program, or general use).”
If your gift is real estate:
“I hereby direct my [executor/executrix/personal representative] to sell my real estate located at [address/city/state], and give the net sales proceeds to St. John Neumann Catholic Church; 9000 Warfield Road; Gaithersburg, MD 20882 Archdiocese of Washington (Tax ID No. 52-1129146), for the benefit of (insert ministry, program, or general use).”
If you are age 70 1/2 or older, you can transfer up to $100,000 each year directly from your traditional or ROTH Individual Retirement Account to St. John Neumann Catholic Church.
This smarter way to give may satisfy a portion or all of your annual required minimum distribution (RMD) and serve as a qualified charitable distribution for your IRA, which can save you on taxes even if you do not itemize! Contact your plan custodian to complete the IRA transfer. Please specify to the Administrator that the gift will be for the benefit of:
St. John Neumann Catholic Church, Gaithersburg, MD - Tax ID 52-1129146
Important notes on IRA Transfers:
One of the easiest ways to leave a legacy for St. John Neumann Catholic Church without writing a check is by naming St. John Neumann Catholic Church as a full or partial beneficiary of a retirement plan, pension or life insurance policy. To make a gift to St. John Neumann Catholic Church this way, contact your retirement plan, pension or life insurance provider for a beneficiary change/update form. On the form, be sure to include the following information:
St. John Neumann Catholic Church
9000 Warfield Road
Gaithersburg, MD 20882
Tax Identification Number (EIN) 52-1129146
We accept donations from Donor-Advised Funds for any ministry program of the Church! For all Donor-Advised Funds, please have your provider mail checks with a note that includes your name and what you want your gift to support to the following:
St. John Neumann Catholic Church
Rev. Msgr. Robert Panke
9000 Warfield Road
Gaithersburg, MD 20882
Phone: (301) 977-5492
EMAIL: business@sjncatholic.org
The St. John Neumann Catholic Church’s tax identification number (EIN) is 52-1129146.
Many of the faithful like to make a gift to the Church that provides a tax deduction, pays income to them every year of their life – all while knowing that the gift will make a legacy impact for future generations. This type of gift is called a Charitable Gift Annuity, and it is a simple agreement we prepare for you.
Did you know that tens of thousands of companies offer to match charitable gifts their employees make each year? If your company has a matching gift program, you may be able to enhance or even DOUBLE the impact of your gift to the Church! Visit adw.org and try using the search tool under “Employer Matching Gifts” to check to see if your company matches charitable gifts. If you do not see your company in the search, contact your Human Resources department and inquire about matching gifts.