NEXT STEPS – STOCK GIFTS

1. Gather basic info about the stock you want to give. (Number of shares, current value, name of your brokerage firm).
2. Think about the ministry you want to help and the best way your stock gift can help. It helps to speak with someone involved in the ministry. We can help you with this.
3. Schedule a meeting with us to talk about how the stock can be transferred and sold and how the proceeds can be sent to the ministry you want to support.
4. If you need our help, we will walk with you step-by-step from the transfer of the stock to the sale and the distribution of the proceeds.

Click here if you’re interested in learning more about ways stock gifts can reduce taxes and even provide retirement income.

If you need help or have questions about making a cash gift, contact us at 808-973-1111 or [email protected].