Appreciated Stock or Securities Making a gift from appreciated stock or mutual funds creates a win-win situation for both you and the church. You’ll receive a charitable income tax deduction for the full fair market value of the stock or mutual fund. Long-term appreciated assets have a fair market value greater than their cost, since they were generally purchased more than 12 months earlier. If you are making a gift of stock or securities, please let us know so that we can verify the transfer and properly record your donation.
Current Gifts of Assets
In general people have about 9% of their money in accessible cash flow and 91% invested in property or assets. When it comes to charitable giving, most people draw from the 9%—but there are also strategic opportunities to give from the 91% in order to create benefit for your family and for ministries you support.
For more information please contact Kendall Bodden at 303.325.8211 or email@example.com.