Stock and Mutual Fund Giving
A legacy plan effectively starts now and extends beyond your lifetime as your resources are used to help our LifeWorks participants. Person by person, your legacy plan makes an eternal difference.
Did you know appreciated stocks, mutual funds, and bonds in a taxable investment portfolio can be transferred as gifts to support Jobs Partnership? Giving stocks (that you have held for more than one year) directly to a nonprofit provides a significant opportunity to avoid capital gains tax, receive a deduction at the full-market value of the securities, and simplify your giving. In fact, giving appreciated stock can be more beneficial than giving cash!
Through the help of our friends at National Christian Foundation, you can download transfer instructions below to initiate this simple but tax-wise gift to Jobs Partnership.
Click here for Stock Transfer Instructions
Questions?
We're here to help! You may reach our team at 407-641-0755 x115 or send us an email.
Please Note
The information on this website is not intended as legal or tax advice. For such advice, please consult an independent attorney or tax advisor.