Gift
Planning
Newsletters
Download these PDF newsletters.
Fall 2004 Charitable Remainder Trust
Spring 2005 Gift Annuities
Fall 2005 Life Insurance
Spring 2006 Gift
Annuities
Fall 2006
Your Will
Spring 2007 Estate Planning
Fall 2007
Estate Taxes
Spring 2008
Charitable Gift
Annuities
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Gifts of
Securities
Many
persons own stock that has grown substantially in value. Many of
those investors are hesitant to sell their stock because of the
large capital gain that would need to be reported. However, if they
gave this stock to the church they could avoid the taxable gain and
still claim the full market value as a charitable deduction.
Avoiding the capital gain and claiming the market value as a
deduction results in a double benefit to the donor.
Click here to learn more about
the
Benefits of
Giving.
Churches
that only occasionally receive a gift of stock may find that it is
not practical to establish an ongoing broker relationship. Each
year, we offer our services to help churches convert stock into cash
or to deposit it into one of our investment accounts. We also work
with individual donors who desire to make a stock gift to their
church or to make a stock gift for the benefit of their church and
other charities.
Click here to learn more about the
Timing of
Gifts.
Because of the large volume of transactions with our broker, we
can help you sell stock at very low commission rates, sometimes at
no cost. Our Foundation provides this facilitation service without
a fee to any of our conference churches, agencies, or donors.
Click here to contact us.
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Click here to learn more
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