St. Joseph Catholic Church|Orange Catholic Foundation
St. Joseph Catholic Church
Pray Purposefully|Connect Consistently|Invite Intentionally|Serve Selflessly|Give Generously
Person contemplating financial decisions

Multiply the many blessings you've been given.

Are you maximizing your biggest financial moments?

Big life moments deserve purposeful action.

St. Joseph in partnership with The Orange Catholic Foundation (OCF) offers a faith-informed perspective that helps protect your assets, reduce unnecessary taxes and amplify the impact of your success. Generosity can be a powerful financial tool to amplify your impact through gifts of stock, real estate or IRA assets. In many cases, giving thoughtfully before selling can make a meaningful difference for you.

Big Stock Gain
A long-held investment has grown significantly in value and selling could trigger substantial capital gains taxes or create concentrated financial risk.
Retirement
Required Minimum Distributions (RMDs) are increasing taxable income, Medicare premiums, or Social Security taxation.
An Appreciated Property
Property has appreciated over decades and selling could create a large tax burden.
High-income Year
Bonuses, liquidity events or concentrated stock are creating unusual tax exposure.
An Inheritance
Maximize what you leave to your heirs while minimizing taxes and unnecessary burdens.
Selling a Business
A lifetime of work is culminating in a single transaction, often triggering significant capital gains.

When those moments arrive, thoughtful planning can make a significant difference. OCF does not replace your trusted advisors. OCF collaborates with them, offering a faith-informed perspective that ensures generosity is wise, aligned and impactful.

Before making a major financial move,
connect with us to explore your options.

714-640-6559Give@StJosephPlacentia.org

Purposeful generosity is as easy as:

1

You contact us at 714-640-6559 or Give@StJosephPlacentia.org

2

We connect you with our partners The Orange Catholic Foundation

3

OCF works directly with you, your financial, tax, or legal advisors

4

If it makes sense for your situation, OCF facilitates the gift

The Orange Catholic Foundation handles the technical
work so that our parish can remain focused on its mission.

Donating directly may benefit you.

In many cases, donating an appreciated asset directly to the Church, rather than selling first, has many benefits.

  • Reduce or eliminate capital gains tax
  • Lower taxable income
  • Satisfy IRA distribution requirements
  • Create income for life
  • Diversify concentrated stock positions
  • Simplify ownership of burdensome assets
  • Allow anonymous giving, thereby reducing solicitations
  • Create a lasting legacy through endowments

You do not need to understand the technical details. You simply need to explore the conversation before selling anything greater than the value of what you purchased it for.

Frequently Asked Questions

No. OCF works with donors at all giving levels. What matters most is whether the gift type makes sense for your financial situation, not the size of the gift.
Absolutely not. Starting a conversation is simply an opportunity to explore your options with no obligation at any point in the process.
No. St. Joseph and OCF are not tax advisors. They collaborate with your existing financial, tax, or legal advisors to help you make the most informed decision possible.
Yes. OCF can facilitate anonymous giving, which also helps reduce unsolicited donation requests from other organizations.
Appreciated assets like stock, real estate, business interests, and IRA assets can often be donated directly. OCF will help determine what works best for your unique situation.

Before you sell. Before you withdraw. Before you transfer.

Start a conversation

714-640-6559Give@StJosephPlacentia.org
Powered byThe Orange Catholic Foundation

© St. Joseph Catholic Church

717 N Bradford Ave, Placentia, CA 92870

Phone: (714) 528-1487

Login
|
eCatholic®