Giving Appreciated Assets

So What Are Appreciated Assets

Appreciated assets include items such as:

• Public and Private Stocks
• Private Stock
• Mutual Funds
• Charitable Gift Annuities
• Real Estate Gifts
• Life Insurance Gifts
• Giving Business Assets
• IRA Gifts
• Donor Advised Funds
• Mineral Rights, Gold, Silver
• and more!

Giving Creatively

Giving creatively brings a special joy. So, we want to share with you some creative ways to steward your God-given resources.

Giving from an IRA

Here’s an idea for seniors who are required to take minimum distributions from their IRA. If this applies to you, you can make gifts directly from your IRA to the organization of your choice.

Making charitable gifts this way can be a good plan of stewardship, because it reduces your taxable income, but not in the traditional way. Instead, the giver simply avoids paying federal income tax on the distribution from their IRA. You’ll want to check your state law to verify whether or not your state income tax is also avoided.

Stocks?

Giving stocks is another creative way to advance kingdom work. When one has a financially successful year in the stock market, it can bring special joy to pass some of that on to an individual mission worker, a project, or simply “where most needed.”

Out-Of-The-Box Ideas

For some, the real joy comes by doing something more out-of-the-box, namely giving non-cash assets. Examples of that would be contributing part of a business, property, artwork, jewelry, or antiques. The OC Stewardship Ministries team can help donors fulfill their kingdom philanthropy goals with optimal asset management and great joy.

For more detailed information, please contact our Tara Fox in OC Stewardship Ministries.