Gifting Securities to Your Church

Jack Brooks, Executive Director of The Mid-Atlantic United Methodist Foundation, Inc.

“A Learning Session for Donors, Pastors, and Church Financial Leaders”

Thursday March 15, 2012, 7:00 PM – 8:30 PM

Bethel United Methodist Church, Dover District

129 West Fourth Street

Lewes, DE 19958

302-645-9426

Aside from cash gifts made by personal check, the asset most commonly given to all charities are publicly traded securities. From the donor’s point of view the gifts are popular because they:

1. Are relatively simple to transfer


2. Can be easily liquidated by the church


3. Are often highly appreciated and, therefore, generate a large tax deduction


4. Do not require an expensive appraisal or transfer costs

This learning session will focus on the methods a donor can use to transfer ownership of stocks, bonds, mutual funds, and other non-cash property to the donor’s desired church or mission project often at no cost to the donor or church.

This presentation will cover:

• Nine major types of publicly traded securities most often used for donations


• Potential tax traps to avoid when donating securities


• Steps a donor takes to make a gift to the Church


• Steps a church takes to receive a gift from a donor


• Methods of promoting  non-cash gifts within your church


• How to assist donors in the legacy and planned giving process


• Ways to identify additional matching grant programs to multiply these gifts


• Additional Planned Giving Opportunities for gifts of personal property

To reserve your place visit www.midatlanticfoundation.org/events

Or call the Foundation office at 800-828-9093 ext 247 or Bethel UMC 302-645-9426