Tax-Advantage Giving

 

People may give to the church in a special way while planning for the future by giving stocks, securities, or real property in their wills or as a part of a plan or deferred giving. There are also opportunities to consider endowments and special gifts.
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An Act of Faith... Planned Giving
By donating appreciated securities you can avoid capital gains taxes, receive a current tax deduction and increase the size of your donation without depleting your cash reserves? Current tax laws allow you to donate unsold securities (stocks, bonds, and mutual funds) directly to charitable organizations. By doing so, you transfer the cost basis and unrealized tax liability on the securities to Roswell Presbyterian Church. The Church does not have to pay taxes on the gains when the security is sold. You, as the donor, get a current tax deduction on the full market value of your gift.

Endowments and Special Giving
The Planned Giving and Investment Committee and church staff are glad to share information with you about tax advantaged giving. In addition, the Presbyterian Foundation provides professional counsel in creating a charitable trust or gift annuity. Contact Nancy Turner with questions or to receive the needed form(s).  A Planned Giving Committee member will personally contact you.

 

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