• directions for charitable transfer of stock ..................................click to download pdf or Word
• donor's letter to stockbroker.........................................................click to download pdf or Word
• irrevocable stock or bond form....................................................click to download pdf or Word

A charitable transfer of stocks, bonds, and mutual funds

Many people who own stocks, bonds, or shares in mutual funds have watched the value of their investments increase. But now they face a problem—how to turn their investments into cash without losing a large portion of their gains to taxes. One answer is to donate all or a portion of your investment to Koinonia.

• Get an immediate tax deduction.
• Avoid capital gains tax.
• We convert your stock or mutual fund shares   to cash.
• We handle all the paperwork and record keeping.

For gifts of long-term appreciated securities, you will receive a tax deduction for the year in which the stocks are transferred and you will avoid the capital gain tax that would have applied had you sold them.