Giving Stock: Moneywise Radio Interview with Jeff Carver

This past year has been a wild ride to say the least, and each of our finances are in a different place.  For some of us, investment portfolios have grown and the idea of giving stock is timely.  For others of us, we may just be starting out, or may have had a challenging year financially and the idea of giving stock may be appropriate in the years to come.

If you’d like to learn a bit more about the “how and why” of gifting appreciated securities, we invite you to listen to the November 30th episode of the Moneywise Radio program which features an interview with our local NCF President, Jeff Carver. Rob West, President of Kingdom Advisors, and Jeff discuss how to save on taxes by making charitable gifts from your investment portfolio. Doing so allows us to give more by giving strategically while experiencing God’s joy in the midst of our generosity!

Additionally, click here for an overview of Giving Stock through NCF.

*Please note, we recommend year end gifts of publicly traded securities are initiated by December 21st, 2020.

If you have questions or would like to explore options with our team, we invite you to reach out.