Sisters of Notre Dame de Namur Florence Maier (standing) and Betty Ann Zengel enjoy a day in the health center gardens.
Springtime brings new life and new growth to our Earth — and often spiritual renewal as well. The act of observing Lent and Easter can inspire a mindful approach to living and a thoughtful approach to estate planning.
If this is where God is leading you, we invite you to think about how your support can impact the ministries of Sisters of Notre Dame de Namur. We are deeply grateful for the ongoing gifts of those who believe in our mission and vision. Your contributions have helped us make a transformational difference in our community, our country and the world.
Spring is also the ideal time to ask if your charitable giving aligns with tax planning for the year.
For example, you may want to review your investment portfolio. If you have publicly-traded stocks held for more than a year that have appreciated in value, consider making a gift of these stocks to the Sisters. You will avoid capital gains tax and receive a charitable deduction for the full fair market value.
Even if your securities have depreciated, selling them and donating the cash proceeds allows you to claim a capital loss on your return, which is not possible if you donate the securities directly.
As always, consult your CPA, attorney or financial advisor before making significant gifts. These experts can help you understand the impact on your tax return and estate plans.
At Sisters of Notre Dame de Namur, we aim to make your giving experience prudent, generous and joyful! We are here to assist you and your advisors with planning and making gifts that support our mission. Have a blessed season of renewal!
To discuss how to include Sisters of Notre Dame de Namur in your estate plans, contact interim Development Director Gina Huiet ([email protected] or 513-679-8101).