How to Give

 

Cash

Gifts of cash provide immediate assistance to Holy Family.

Give online - You can safely and securely make your gift online. Click here to make an online donation with your debit or credit card.

By Mail - You can send us a check or money order by mailing your gift to:

Holy Family Passionist Retreat Center
303 Tunxis Road
West Hartford, CT  06107
Attn: Resilience Fund

An Exciting Opportunity for 2021

Keep in mind that if you itemize deductions on your income tax returns, you can deduct charitable cash gifts up to 100 percent of your AGI in 2021 and may eliminate (or significantly reduce) your federal income taxes.

Gifts from Your IRA

Rolling over a gift from a workplace retirement plan, such as a 401(k), is easy with Holy Family.

How an IRA charitable rollover gift works:

Before December 31st

  1. Contact your IRA plan administrator to make a gift from your IRA to Holy Family.

  2. Your IRA funds will be directly transferred to Holy Family to help continue our important work.

  3. To ensure that we can promptly and accurately credit your gift, ask them to include your name, address and how you would like the gift allocated in the transfer.

  4. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction. However, you will reduce your taxable income.

  5. Please contact us if you wish for your gift to be used for a specific purpose.

Our legal name is: Passionist Fathers of CT, Inc.
Holy Family’s Tax ID# is: 06-0665178

Contact Us

If you have any questions about an IRA charitable rollover gift, please contact us would be happy to assist you and answer any questions you might have.

Distributions can be mailed to:

Holy Family Passionist Retreat Center
Office of Development
303 Tunxis Road
West Hartford, CT 06107
Attn: Resilience Fund

Donor Advised Fund Gifts

You can recommend a grant (gift) from your donor advised fund to Holy Family.

3 Easy Steps to Using Your DAF to Support Holy Family

  1. Contact a representative at your DAF and recommend a grant of a specific amount be sent from your fund to the Holy Family Resilience Fund - or to one of our other ministries.

  2. Use the DAF Direct Widget below to recommend grants directly from your DAF at Fidelity, Schwab or BNY Mellon to Holy Family.

  3. Please email Dawn Fleming, Director of Donor Relations and Planned Giving, at dfleming@holyfamilyretreat.org to alert us that your gift is on the way.

Our legal name is: Passionist Fathers of CT, Inc.
Holy Family’s Tax ID# is: 06-0665178

For more information, please contact:

Dawn Fleming, CFRE
Director of Donor Relations and Planned Giving
Holy Family Passionist Retreat Center
303 Tunxis Road
West Hartford, CT  06107
203-232-0444
dfleming@holyfamilyretreat.org

Gifts of Stock

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Holy Family.

How to Make a Gift of Stocks and Bonds

Gifts of securities either held by your bank or brokerage or held by you offer significant tax advantages for you and are easy to make.

Our legal name is: Passionist Fathers of CT, Inc.
Holy Family’s Tax ID# is: 06-0665178

Securities Held by Your Bank or Broker

You or your broker/bank must notify our Development Office via kcolello@holyfamilyretreat.org or 860.760.9716 to be sure your gift is identified as yours.

Here are gift instructions to provide to your bank or broker:

I wish to make an irrevocable gift to Holy Family of "x" shares of "XYZ" Corporation. Please transfer the stock to Holy Family via DTC as follows:

By electronic transfer – Please transfer the stock to Holy Family via DTC as follows:

Broker: Charles Schwab
DTC #:  0164
Account #:  6908-5977
Client Name: Passionist Fathers of CT, Inc.
(AKA: Holy Family Passionist Retreat Center)
Contact: Hans Raymond

Securities Held By You

If you hold a stock certificate, please send it to us with a stock power form. For safety and simplicity, you should send the certificate and stock power form separately.

4 Easy Steps

  1. Send your certificate(s) by first class mail without any endorsement, assignment, or other notation to:

    Holy Family Passionist Retreat Center
    Office of Development
    303 Tunxis Road
    West Hartford, CT  06107
    Attn: Kathy Colello

    Enclose a letter stating the purpose of your gift (i.e. Resilience, Music Ministry, Unrestricted).

  2. Sign the stock power exactly as your name appears on the certificate and leave the rest of the form blank.

  3. Mail the signed stock power in a separate envelope, along with a copy of the letter that accompanied the certificate to Holy Family at the address above.

Questions about donating stock gifts or mutual funds?

Please contact Dawn Fleming, Director of Donor Relations and Planned Giving, at dfleming@holyfamilyretreat.org or 203-232-0444.

Our legal name is: Passionist Fathers of CT, Inc.
Holy Family’s Tax ID# is: 06-0665178

Note: Your gift is valued on the day that the stock is received in Holy Family’s account. Gifts of securities that are held for more than one year may be deducted at the full market value.

Matching Gifts

You can maximize your charitable contribution to Holy Family through matching gifts, a special benefit many companies offer their employees.

Matching Gift Procedure

  1. Obtain a matching gift form (or web address) from your HR department.

  2. Complete matching form and mail to Holy Family with your donation. If matching registration is online, email the matching confirmation number to lgiroux@holyfamilyretreat.org

  3. Your company will send the matching gift after Holy Family verifies your request.

Our legal name is: Passionist Fathers of CT, Inc.
Holy Family’s Tax ID# is: 06-0665178

Please mail completed forms to:

Holy Family Passionist Retreat Center
Office of Development
303 Tunxis Road
West Hartford, CT  06107
Attn: Luke Giroux
Tel: 860-760-9784