Use your appreciated stocks
to fund your favorite causes
If you're writing checks to charities, but you also have appreciated stocks or mutual funds in a taxable investment portfolio, you likely have a significant opportunity to pay less tax, give more to your favorite causes, improve your personal cash flow, and simplify your giving.
Give stock, save taxes, re-balance
How much further can your giving go by giving stocks and mutual funds?
When you give your appreciated stocks or mutual funds to NCF, we liquidate the asset and put the net proceeds into your Giving Fund. Then, you go online to make grants to your church or other ministries. This not only saves taxes, but if you still like the stock, simply repurchase it immediately, which raises your cost basis and lowers future tax exposure. Read more in our one-page PDF.