Save Money By Giving Publicly Traded Securities
When people own stock, they often first sell the stock and then do their charitable giving from the proceeds. However, there is a better way! Giving publicly traded securities, whether stocks, mutual funds, or bonds, to a donor advised fund could provide significant capital gains tax savings. That means more money free to go towards causes you care about.
Stocks and Mutual Funds
When you donate stocks and mutual funds to The Signatry, we’ll liquidate the assets for you and then deposit the proceeds into your donor advised fund. While this means you’ll pay less tax and improve your cash flow, the bigger payoff is knowing that your favorite charities will feel the impact of God’s overflowing goodness.