Giving From Your Portfolio
Gift of Appreciated Stocks and Securities
If you own stocks, bonds, or mutual funds that have grown in value, you can accomplish more for the Kingdom while costing you less than writing a check for the same amount.
When you give appreciated stock directly to The Alliance, you avoid the capital gains tax you would have owed on the sale, and you may receive a charitable income tax deduction for the full fair market value. In many cases, donors find they can give significantly more at no additional cost.
Orchard Alliance, the planned giving ministry of The Christian and Missionary Alliance, is equipped to receive and process your gift of stock or securities with care, efficiency, and full IRS compliance. Orchard handles the complexity so you don't have to.
This Option is Ideal if You:
Own appreciated stocks, bonds, or mutual funds
Are interested in funding a donor-advised fund or charitable gift annuity with appreciated assets
Want to make a significant gift and maximize your tax benefit
What Makes This Powerful
The distribution counts toward your Required Minimum Distribution (RMD) for the year.
You avoid paying income tax on the transferred amount — up to $108,000 annually.
Your gift goes directly to work in Alliance ministry, not through your taxable income first.
You may also name The Alliance as a beneficiary to receive part or all of your IRA after your lifetime — a profound act of generational stewardship.
How it Works
Contact Orchard Alliance to initiate the transfer. Our team will work with your broker or account manager to receive the gift, process it, and forward the proceeds to The Alliance on your behalf.
Your Next Step
Reach out to your Orchard Alliance giving advisor to start the process. We’ll guide you from the first question to a completed gift.
We’re Here to Help!
For questions about your will, contact Orchard Alliance:
For all other questions, contact The Alliance: