Giving Stocks and Securities
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How It Works
Contact us, and we’ll connect you to Orchard Alliance to initiate the gift.
Transfer appreciated securities to Orchard Alliance, avoiding all capital gains taxes.
Receive a tax receipt for your donation.
The securities are sold, and the funds are immediately put to use in The Alliance for the greatest impact.
Donate Stock Today
About Gifts of Stocks and Securities
Giving appreciated assets such as stocks, securities, and mutual funds is a great way to support The Alliance and can help you avoid capital gains taxes. And if you’ve had the assets for more than one year, you can also receive an income tax deduction.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
Gifts of assets can often save you far more on taxes than gifts of cash
Avoid all capital gains taxes
Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
Make an immediate impact supporting The Alliance’s mission to bring all of Jesus to all of the world
You can also replace the securities in your portfolio and update the cost basis
Donate Stock
Information related to gifting securities is outlined below. Please notify example@orchardalliance.org of your stock gift, including ticker symbol and amount of shares, as well as your gift intent. In many cases, stock donations do not come with donor data. Providing the ticker symbol of the stock donated, along with the number of shares, will help our team properly identify your stock donation.
If you have any questions, do not hesitate to contact our team at example@orchardalliance.org The security that you wish to donate can be electronically transferred directly to charity: water’s account, as follows:
National Financial Services, LLC
DTC: 0226
Account Name: Charity Global, Inc.
Account Number: 668194221
Get in touch
If you have any questions about donating securities, we’re here to help. We’re happy to speak with you about your giving goals — with no obligation.
Phone: XXX-XXX-XXXX
Email: give@cmalliance.org
Already included us in your estate plan? Let us know.
Wills & Trusts
Bequests in your will or trust are by far the most popular type of planned gift.
More Ways To Make An Impact
DAF
Give directly from your Donor Advised Fund to The Alliance.
Cryptocurrency
Donate all types of crypto, such as Ethereum, Bitcoin, etc. to The Alliance.