PLANNED GIVING

Gifts of Securities

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PLANNED GIVING

OVERVIEW

MINISTRY SERVICES

GIFT & ESTATE DESIGN

GIVING FUNDS

ANNUITIES & TRUSTS

GIFTS OF SECURITIES

GET STARTED

Details

Gifts of securities can be an excellent alternative to cash gifts. By donating your appreciated stocks, bonds, mutual funds or other securities to a ministry through The Orchard Foundation, you can avoid the capital gains taxes that would be required if you were to sell the security and donate cash. In addition, your gift of securities qualifies for a charitable tax deduction. Our staff at The Orchard Foundation has specialized training necessary to ensure that the transfer of your gift is done efficiently and in compliance with IRS guidelines – a complicated process made simple. Furthermore, we have a variety of brokerage accounts already set up, giving us the flexibility we need to provide you with comprehensive service.

Benefits

  • Avoids capital gains taxes, plus is eligible for a tax deduction for the market value of your gift, giving you a dual tax advantage

  • Removes the administrative burden from the recipient ministry

  • Competitive processing rates

  • Current, not deferred, funding for your favorite ministry

  • Can be used to fund any of our other tools for giving as well, such as donor advised funds or charitable gift annuities.

  • Peace of mind, knowing that your transaction is handled properly and efficiently

Getting Started

Download this instructional PDF detailing steps to complete a gift of securities. Then, download this form for making a gift of securities.

For questions or to get started with your securities gift, please call us a (888)689-6300 or fill out the questions form below:

STEP 1 - DOWNLOAD INSTRUCTIONS
STEP 2 - DOWNLOAD & FILL FORM

 

Questions?

Send us your Gifts of Securities questions

 
 
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