A gift of stocks or bonds is an easy way for you to make a gift to The Salvation Army. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would be due if you sold these assets.
A gift from retirement assets (IRA, 401k, 403b, pension) or other tax-deferred plan is also an excellent way to make a gift. Making a gift using these funds can also reduce your taxable income.
Using either stocks or bonds to fund a charitable gift annuity can have even greater benefit, enabling you to bypass taxes, claim a charitable deduction and receive lifelong income.
Supporting The Salvation Army with a gift of stocks, bonds or other retirement assets is easy. If you have questions or would like information on transferring your assets to The Salvation Army, please call our planned giving professionals at 773.205.3515 or send us an email firstname.lastname@example.org.
For more information on using stocks, IRAs and other assets to support The Salvation Army, please click here to download The Benefits of Stocks and IRAs for Charitable Giving.