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.
We’ll help make the transfer process simple.
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.
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.
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.
Sell first or give directly?
How you make the gift can affect the tax treatment.
You sell the securities
- You sell the shares.
- Capital gain may be recognized.
- You donate cash from the proceeds.
You transfer the securities
- You transfer qualifying appreciated shares.
- You generally do not recognize the donated appreciation.
- The gift supports ministry.
For many donors, giving appreciated securities directly can be a more tax-efficient way to give.
Four simple steps
Orchard Alliance can help guide you through the transfer.
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.
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.
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.
Ready to make a gift of stock?
Our team can help you get the information you need to complete your transfer.
Prefer to talk? (800) 485-8979
Important information: This information is provided for general educational purposes and is not legal, tax, financial, or investment advice. Tax treatment depends on your individual circumstances and applicable law. Charitable deductions and other tax benefits may be subject to holding-period requirements, adjusted-gross-income limitations, itemization rules, and other restrictions. Please consult your legal, tax, financial, or other professional advisors regarding your situation.