It’s Time to Think About Year Ending Giving…
Let Your Appreciated Stock Revel Its True Colors
Green is the color of growth. It is the color of money. Yet, the fall season reminds us green may be overrated. Fall colors are amazing. Did you know the orange, yellow and red pigments are in the leaves all spring and summer? It is just in the fall when the green pigments fade and make way for the vibrant fall colors.
Think of your assets as a leaf. They have been growing and gaining for years, maybe decades. Is it time for their growth to mature into vibrant returns for you? If you have held your stocks more than a year, and they are worth more than you paid, consider using your stocks to help others – and yourself.
Right now, your stock’s value exists only on paper. Make it real by transferring it to our organization (never selling it) to receive an income tax deduction for its present value. You pay no capital gains tax. We are happy to sell the stock upon receipt and forward your cash proceeds to your church.
Everything has its season. Make this your time to finally turn that stock you have been saving into real value for you and others today.
Email us for the details on how to complete a gift of stock.
Save Taxes. Increase Income. Build Legacy.
We have many tools to help you.
Whether your goal is to save taxes, increase income, or provide for your family, friends and the organizations important to you, we give you everything you need, all in one place. Best of all, we provide our tools and ideas at no cost or obligation to you.
Here are just some of the ways we can help you:
Our website — Begin here with our website giving page, It is your gateway to everything we offer. Check it out and give us a call if you want a full tour.
E-newsletter —Subscribe to our weekly e-newsletter on our website to keep you informed and updated on the latest news and planning ideas.
Printed Material — Download our brochures, booklets and guides. Whether you want general ideas or detailed information about a specific topic, we have a variety of documents you can download and read at your convenience.
Calculators — Curious what your charitable gift annuity payment rate would be? Use our calculators to explore this figure and many others, turning your “what ifs” to “that sounds good for me.”
