Legacy Planning

STOCKS & Securities

Stocks and Securities

A gift of appreciated stocks and securities is an easy way to make a gift to Joseph Prince Ministries. Gifts of stocks, bonds, or mutual funds provide significant tax advantages and typically will not incur capital gains tax. You may potentially utilize a charitable deduction for the fair market value of the gift in the year your gift is given.

Should you have stocks or securities that have depreciated, you may want to sell them first. Once sold, you can donate the proceeds to Joseph Prince Ministries, utilizing your charitable deduction for the gift as well as a tax deduction for the capital loss.

A gift of securities may also be made to Joseph Prince Ministries through beneficiary designation on your brokerage account or through your will. In this case, your estate would receive the tax benefits and these assets may avoid the probate process.

To make a legacy gift via stock transfer, please get in touch with us, and our gift planning team will be ready to assist you.