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Planned Giving

Gifting Securities to Your Church

By Russell H. Jones, Georgia United Methodist Foundation Senior Vice President, CFO, and Treasurer Giving appreciated assets such as publicly traded stocks, mutual funds, or bonds held more than one year is a great, tax-effective...

QCDs and Gifts via Retirement Accounts

It is always possible to donate retirement assets, including IRAs, 401(k)s, and 403(b)s, by cashing them out and contributing the proceeds to charity. However, this approach brings considerable tax implications. Importantly, a direct contribution of...