Gifts of Stock
For years, you have carefully invested and watched your savings grow. What took a lifetime to build can be instantly lost through capital gains tax when you sell. But it doesn’t have to be that way.
Rather than sell your stock, consider giving some to your favorite Methodist Church or ministry. You won’t pay any taxes and you receive an income tax deduction for your gift.
BENEFITS TO YOU
AVOID capital gains taxes of 20% or more
RECEIVE an income tax deduction for the full amount of your gift
MAKE a meaningful gift with no cash out-of-pocket
CAPTURE the value of your stock and end the worrying about market changes
PUT your gift to work right away for the causes you care about most
The Foundation provides an established brokerage account for the convenience of generous givers who are completing these gifts. We offer this service as part of our connectional ministry and do not charge any commissions on these transactions. We accept stock gifts for the benefit of local churches and other ministry organizations. Most stock gifts are transferred simply be using our DTC and account numbers and completed in a timely manner.
Stock gifts will be sold upon receipt with the proceeds either forwarded to the ministry or deposited into their Foundation investment account. A minimal fee is charged by the equity clearinghouse, but the Foundation does not charge for our administrative services.
Contact us for more information!tion
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