Stocks and Mutual Fund Gifts
Did you know appreciated stocks, mutual funds, and bonds in a taxable investment portfolio can be transferred as gifts to support Kingdom work? Giving stocks (that you have held for more than one year) directly to a ministry provides a significant opportunity to avoid capital gains tax, receive a deduction at the full market value of the securities, and simplify your giving. In fact, giving appreciated stock can be more beneficial than giving cash! Download our transfer instructions below to make this simple but tax-wise gift.
If you would like to discuss the procedure for giving Stocks or Mutual Funds please contact our Stewardship Department at firstname.lastname@example.org or call 803-401-5752.
Disclaimer: The information on this Website is not intended as legal or tax advice. For such advice, please consult an independent attorney or tax advisor.