Leaving a Lasting Legacy
 

Stock Transfer

Giving appreciated stock is a great way to support your church’s ministry. Stocks and mutual funds can be given to the Foundation to sell and send the proceeds to your church or another ministry. 

What are Appreciated Stocks?

Appreciated stocks are assets which have increased in value from the time they were purchased to current value. For example, if a stock is purchased for $50 per share and is sold for $80 per share, the stock has appreciated $30 per share. When a stock is sold the owner may be subject to a capital gains tax.

Why do Appreciated Stocks make a good donation?

Donating appreciated stocks can be a good option because the donor can potentially eliminate capital gains taxes on the sale. Other benefits include: donating a larger amount to the charity and possibly receiving a higher tax deduction.

 

The Foundation does not charge to provide this service.