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Appreciated Securities
A gift of appreciated securities is for you if ...
- You're holding stocks, bonds, or mutual fund shares that have risen in value.
- You want to maximize your deduction but not affect your liquidity.
- You want to make an outright gift to the Church, or a gift that will first return lifetime payments to you.
- You want to reinvest your assets to increase your income without paying capital gains taxes by selling the stock.
More
Your interest in planned giving to Wayne Presbyterian Church is greatly appreciated. If you would like to learn more about appreciated securities, please contact Rev. Steven Harberts, Associate Pastor at stharberts@waynepres.org or (610) 688-8700; or the Chair of the Planned Giving Committeee, M. Parker Blatchford at mpblatchford@aol.com or (610) 688-9030; or complete the Information Request Form.
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