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Planned Giving

Increase Font Size Decrease Font Size Print Page Contact the North American Mission Board

Gifts of Stock and Appreciated Assets


How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to the North American Mission Board.
  • The North American Mission Board sells your securities and uses the proceeds for our programs.
  • Use our Stock Transfer Form to facilitate the gift.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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