Stock & Securities
On a mission since 1888
On a mission since 1888
Why Give Stocks or Securities?
When you give appreciated stocks or retirement assets, you’re not just donating—you’re making a lasting impact without affecting your cash flow. You may also avoid capital gains tax and qualify for a full-value charitable deduction.
It’s smart giving with heart.
Two Powerful Ways to Give
Gifts of Stock
If you’ve held a stock for over a year, you can transfer it directly to Union Gospel Mission of Tarrant County. You’ll avoid capital gains tax and may receive a deduction for its full market value.
Want to claim a loss instead? You can still donate stock and possibly gain tax advantages. The key is to transfer the stock before selling it.
Work with your broker to initiate a transfer directly to UGM-TC.
Gifts from Retirement Accounts
If you’re 70½ or older, the IRS allows you to donate up to $100,000 annually from your IRA to a qualifying charity—tax-free. That means your required minimum distribution (RMD) can become a life-changing gift.
This is a powerful way to meet your obligations and make a difference at the same time.
We’re Here to Help
