A stock, bond, mutual fund or annuity donation to Franciscan Outreach can make a big impact in achieving our mission. This type of giving allows you a tax deduction on the full market value of your gift, and may also allow you to reduce the capital gains tax on your investment. We encourage you to speak with your financial advisor or stockbroker.

To transfer stock, please contact Sally Berkhia, Director of Development & External Affairs at sally@franoutreach.org.

When reaching out, please include:

• The name of the stock(s) and number of shares to be transferred

• The name of your brokerage firm and your broker’s contact information

• The intended date of transfer, if known

Upon request, Sally will provide Franciscan Outreach’s brokerage details and step-by-step instructions to complete the transfer.