Stock and Mutual Fund Giving

Did you know appreciated stocks, mutual funds, and bonds in a taxable investment portfolio can be transferred as gifts to support Kingdom work? Giving stocks (that you have held for more than one year) directly to a ministry provides a significant opportunity to avoid capital gains tax, receive a deduction at the full-market value of the securities, and simplify your giving. In fact, giving appreciated stock can be more beneficial than giving cash! Download our transfer instructions below to make this simple but tax-wise gift.

If you have questions about giving stocks or mutual funds, or would prefer to arrange your gift over the phone, please contact Carrie Griffin at cgriffin@samaritan.org or 828-278-1226.