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Stocks, Bonds, and IRA’s

Donating appreciated securities, including stocks or bonds, or part or all of your unused retirement assets

such as an IRA, 401(k), 403(b), pension, or other tax-deferred plan is an easy and tax-effective way for you to make a gift to our organization.

Small actions + lots of people = BIG CHANGE

Stocks
and Bonds

Donate appreciated securities including stocks or bonds, it is easy and tax-effective

IRA

Money from an individual retirement account (IRA) can be donated to charity. What’s more, if you’ve reached the age (70 ½) where you need to take required minimum distributions (RMDs) from your traditional IRAs.

IRA to Gift
Annuity Rollover

You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.

A gift opens the way and ushers the giver into the presence of the great.
Proverbs 18:16

Contact Us

If you have any questions about stocks, bonds and IRA’s, please contact us.

We would be happy to assist you and answer any questions you might have and to provide you with an illustration demonstrating your specific tax benefits.

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