GIVE FROM YOUR ASSETS

Give Stock. Advance the Gospel.

Appreciated stocks, bonds, or mutual fund shares can be a meaningful way to support the work of The Alliance while potentially providing tax advantages.

By giving qualifying securities directly, you may avoid recognizing capital gain on the appreciation and may qualify for a charitable income-tax deduction.

Start a Stock Gift

Ask a Question

We’ll help make the transfer process simple.

A THOUGHTFUL WAY TO GIVE

Is a stock gift right for you?

A gift of securities may be worth considering if you own investments that have increased in value and want to use those assets to further the ministry of The Alliance.

You own appreciated investments

You hold stocks, bonds, or mutual fund shares that have increased in value.

You want your assets to make a ministry impact

You want to use investments—not only cash—to support the work God is doing through The Alliance.

You want to explore tax-smart giving

You want to consider whether appreciated assets could fit your charitable and financial plans.

POTENTIAL ADVANTAGES

Why give appreciated securities?

For eligible donors and assets, giving securities directly can offer advantages that may not be available when the investment is sold first.

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Potentially reduce capital-gains exposure

When qualifying appreciated securities are donated directly, you generally do not recognize the capital gain that would have resulted from selling the donated asset yourself.

You may qualify for a charitable deduction

Qualifying long-term appreciated securities may generally be deductible based on fair market value, subject to applicable tax rules and limitations.

Direct more value toward ministry

Giving the asset directly may allow more of its value to support your charitable purpose than selling it first and donating the remaining proceeds.

SEE THE DIFFERENCE

Sell first or give directly?

How you make the gift can affect the tax treatment.

SELL, THEN GIVE

You sell the securities

You sell the shares.
Capital gain may be recognized.
You donate cash from the proceeds.

GIVE DIRECTLY

You transfer the securities

You transfer qualifying appreciated shares.
You generally do not recognize the donated appreciation.
The gift supports ministry.

HOW IT WORKS

Four simple steps.

Orchard Alliance can help guide you through the transfer.

STEP 1

STEP 2

STEP 3

STEP 4

Talk with your advisor

Discuss the securities you are considering giving and how the gift may fit your financial and charitable plans.

Contact Orchard Alliance

Their team can provide the information needed to begin your transfer.

Transfer your securities

Your financial institution sends the securities using the provided transfer instructions.

Your gift goes to work

Once processed, your generosity can help advance the ministry of The Alliance.

Get Transfer Instructions

Call (800) 485-8979

MORE THAN A FINANCIAL DECISION

Your investments can become Kingdom impact.

Through the Alliance family, generosity helps create gospel access, strengthen churches, serve communities, develop leaders, and send workers around the world.

Your assets can become part of that story.

Make a Gift of Stock

HELPFUL TO KNOW

A few details before you give

Consider transferring rather than selling

Selling appreciated securities yourself first may create a taxable transaction that might otherwise have been avoided.

Holding period matters

Tax treatment can differ based on how long you have owned the security.

Keep appropriate records

Noncash charitable gifts may have additional substantiation and tax reporting requirements.

TAKE THE NEXT STEP

Ready to make a gift of stock?

Our team can help you get the information you need to complete your transfer.