Gifts of Stocks

Donating appreciated securities, including stocks, is an easy and tax-effective way for you to make a gift to your church or ministry.

Gift of Stock

Stocks/Bonds

CHURCH OR MINISTRY

Benefits of gifts of stocks

• Avoid paying capital gains tax on the sale of appreciated stock
• Receive a charitable income tax deduction
• Further the mission of your church or ministry today

How to make a gift of stocks

Please contact us for instructions on how you can transfer stock from your brokerage or investment account to the Georgia United Methodist Foundation to benefit your church or ministry.

More on gifts of stocks

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks, please contact us. We would be happy to assist you and answer any questions that you have.