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SAVE your MONEY - GIFT your STOCKS

November 28, 2017

GIVING STOCKS IS A GREAT WAY TO SAVE TAXES AND MAXIMIZE YOUR GIVING!

Maximize Kingdom impact by giving appreciated securities instead of writing checks.

If you are currently writing checks to your local church and various ministries, but also have appreciated stocks or mutual funds in a taxable investment portfolio, you likely have a significant opportunity to pay less tax, give more, improve your personal cash flow, and simplify your giving.

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Multiply Your Impact
Less tax – You eliminate capital gain tax on the donated stock ($1,250 saved assuming $5k cost basis with 25% tax)
More giving – You increase your giving capacity by eliminating current or future tax exposure
Reset your cost basis – Still like the stock? Use your cash to repurchase the same stock or mutual fund
Tax-free rebalancing – Your investment advisor can rebalance your portfolio with no tax consequences
Improved personal cash flow – Using tax savings to give more increases your charitable deduction
Tax-free growth – Gifts invested inside your Giving Fund can grow tax-free


Simplify Your Giving
Deduct now, grant later – Receive a deduction this year while granting over time, if desired
Leverage your time – One stock gift can be easily used to support multiple ministries
Eliminate the hassle – Consolidate tax receipting under one charity (NCF) and manage all your giving online

HOW TO SIMPLIFY AND MULTIPLY YOUR GIVING WITH PUBLICALLY TRADED SECURITIES

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GET STARTED NOW!

  1. Open an NCF MyGiving Fund 
  2. Download our STOCK TRANSFER form
  3. INITIATE the transfer with YOUR broker
  4. CONTACT your local NCF team 
  5. Start GIVING!

If you have any questions, please call our office. We are always more than happy to help!

Happy STOCKS-Giving!

813.567.1499

Multiply your impact
Many business owners have a heart to give charitably but feel hindered by their limited cash flow and the high taxation of their businesses. But our Charitable Shareholder strategy allows you to donate a non-voting interest in your business, receive ... read more
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707 N. Franklin Street, Suite 800
Tampa, FL 33602
813.567.1499 phone
813.567.1504 fax
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