Taxwise Giving Ideas

Give Thoughtfully: Explore Stock Gifts and IRA Giving

You can support the Point Loma Assembly Annual Fund through gifts of appreciated investments or a Qualified Charitable Distribution (QCD) from your IRA. Ask your investment advisor or tax professional which option is appropriate for you.

Ask your investment advisor to help arrange a transfer of stock or Qualified Charitable Distribution to the charity’s brokerage account and notify the Point Loma Assembly so your gift can be acknowledged.

Donating Stock

Donating appreciated stocks, bonds, or mutual funds may offer tax benefits, subject to IRS rules.

Qualified Charitable Distributions (QCDs)

If you are age 70½ or older, you may be eligible to give directly from your IRA through a QCD. It can count toward your required minimum distribution, if applicable.

Email krubalcava@artsdistrictlibertystation.org to request instructions for transferring securities to the Point Loma Assembly.

Thank you for considering a gift to the Point Loma Assembly Annual Fund!
We are grateful for your generosity and thoughtful support!