Stocks and Bonds

Gifts of Securities – Stocks, Bond, Mutual Funds

An option for those who want to maximize tax advantages of lifetime gifts.  Appreciated securities, such as stocks and bonds, can be tax-efficient giving tools for our financial partners.

If you make a securities gift directly to Josh McDowell Ministry, you will receive an income tax deduction and gift credit for the full market value. You will not be taxed on any capital gain at the time of your gift, or when Josh McDowell Ministry sells the assets.

Your gift is fully deductible if you itemize, up to 50 percent of your adjusted gross income. Any excess may be carried forward for an additional five years.

If you own securities in a brokerage account, these shares can be easily transferred electronically to Josh McDowell Ministry. Complete and return the Stock Transfer Form. Please contact us for assistance if you own stock in certificate form.

Closely held stock and other securities that are not publicly traded work best when there is a mechanism for Josh McDowell Ministry to sell the gift to other shareholders or the corporation itself. Our donors must usually obtain a qualified appraisal to claim a tax deduction. Please contact us for assistance.

Please let our Development Office know when you make a securities gift. This will ensure that we know the gift came from you, and that we fulfill your intended giving purpose.

Josh McDowell

Founder

JMM Development Team

Shelley Komoszewski

Director of Advancement

Bill Daly

Senior Ministry Representative

Mark A. Brown

Senior Ministry Representative

plannedgiving@josh.org
469 722 1419

Donate Today

Checks can be mailed to:
Josh McDowell Ministry
2001 W. Plano Parkway
Suite 2400
Plano TX 75075

Josh McDowell Ministry is a ministry of Cru (formerly, Campus Crusade for Christ, Inc.), a California non-profit corporation (tax identification # 95-6006173), located at 100 Lake Hart Drive, Orlando, Florida 32832.

DISCLAIMER
The purpose of this website is to provide general gift, estate, and financial planning information. Watch for tax revisions. State laws govern will, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts.

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