Gifts of Stocks and Securities
When you give appreciated stock, bonds, or mutual funds directly to The Alliance, you avoid the capital gains tax you would have owed on the sale and 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.
This option is ideal if you:
Own appreciated stocks, bonds, or mutual funds
Are interested in giving through another method such as a donor-advised fund or charitable gift annuity with appreciated assets
Want to alleviate tax burdens by making a significant gift
What Makes This Powerful:
– You can avoid paying capital gains tax on the sale of appreciated stock.
You can receive a charitable income tax deduction.
The gift can be used to fund other planned giving tools such as donor-advised funds or charitable gift annuities.
You have an opportunity to make a significant gift to The Alliance.
The Alliance can make immediate use of your gift.
You can use the tax savings to make a larger gift without additional cost to you.
How it Works
The staff at Orchard Alliance—the stewardship and generosity ministry of The Alliance—has the specialized training necessary to ensure your stock or securities gift is transferred efficiently and in compliance with IRS guidelines, making a complicated process simple.
Orchard Alliance will process your stock or securities gift and send a check to The Alliance on your behalf.
Your Next Step:
If you have any questions about a gift of stocks and securities, please contact us. We would be happy to assist you and answer any questions you might have.
We’re here to help!
For all other questions, contact The Alliance: