About gifts of stocks, securities, & mutual funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
- Transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds put directly to use for greatest impact.
Make your gift over the phone, by mail or via a financial advisor
Ask your broker to donate through:
Charles Schwab
DTC Number: 0164
Account Name: South Dakota Synod, ELCA
Tax ID: 36-3512774
Account Number: 275144506
Please contact Lutheran Planned Generosity of South Dakota to complete a Gift Authorization Form in advance of any direct transfer of securities as a gift to the South Dakota Synod, ELCA, an affiliated congregation or ministry partner.
We’re here to help you meet your goals!
 | Name: Kathy McHenry Executive Director Phone: 605-274-5030 Email: kmchenry@sdsynod.org |
As Executive Director of Lutheran Planned Giving of South Dakota, Kathy brings over 20 years of experience in financial services, public speaking, and non-profit leadership. She specializes in generational transitions and legacy planning, particularly with farm and ranch families, as well as charitable trusts and tax-advantaged donations. Her workshops make these processes easily understood and accessible to everyone.
Name
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.