May, 2024 Newsletter

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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.


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



It’s never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.

Download Guide »


Use our online calculator to view the tax and income benefits of making a gift to support your favorite cause. This can help you determine the best plan to meet your needs and goals.

View Calculators »

  • Helping Faithful People Live Generous Lives

    for Over 90 Years

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