Year End Giving Information

There are many ways to make a gift. No matter which avenue you choose, it is important to make sure your transfer is made, you have postmarked your envelope, or made your gift online by December 31 to be counted for the current tax year.
 
Credit Card
The IRS considers a credit card gift made at the moment the transaction is processed.
  • Online: Gifts made online (transaction completed) by 11:59 p.m. on December 31, 2021, will be counted for 2021. Make your gift online by clicking on the fund you wish to give to on the main menu.
  • By phone or mail: Credit card gifts made via phone or mail must be completed by 5 p.m. on Wednesday, December 15, 2021. Contact Stella Limuel at 713.219.5420 before 4 p.m. on Wednesday, December 15, to make your gift. Please note St. Agnes Academy will be closed Monday, December 20 – Friday, December 31. The school will reopen on Monday, January 3, 2022. 
 
Check
  • By mail (USPS): Checks dated on or before December 31, 2021, and postmarked on or before December 31, 2021, will be counted for 2021 regardless of when they are received at St. Agnes Academy.
  • In-person or another delivery method (FedEx, UPS, etc.): Checks dated on or before December 31, 2021, and received at St. Agnes Academy by 4 p.m. Central Standard Time on Wednesday, December 15, 2021, will be counted for 2021. Please ensure delivery by the 4 p.m. deadline to allow time for processing.
  • Mail, deliver, or bring checks to:
             St. Agnes Academy
             Attn: Stella Limuel 
             9000 Bellaire Blvd.
             Houston, TX 77036
 
Securities (Stocks, Bonds, Mutual Funds)
  • If planning a gift of securities, please speak to your broker to ensure the transaction is completed on or before December 31, 2021.
  • Under the CARES Act tax provisions, there were no specific changes to stock donations. In fact, gifts of appreciated stock may have a double tax benefit of not having to pay capital gains tax on the appreciated value while also getting a full deduction for the fair market value of the appreciated gift.  For example, stock that was purchased for $1,000 that is now worth $10,000 will save all of the capital gains tax on $9,000. Please consult with your tax advisor about how this benefit might apply to you if you are considering a stock gift. 
  • Click HERE to access our Stock Form.
Questions? Contact Stella Limuel at 713.219.5420 before 4 p.m. on Wednesday, December 15.