Stocks & Mutual Funds

Help women thrive in Christ by moving appreciated stock or mutual funds directly to Revive Our Hearts!

Why? It’s a win-win. When you donate stock, Revive Our Hearts is able to claim the value without paying capital gains taxes—and you can increase your gift and your tax deduction compared to donating cash.*

Mutual Benefits of Donating Appreciated Securities

You . . .

can avoid paying capital gains tax on the sale of appreciated stock.
can claim the full market value as a tax deduction.

Revive Our Hearts . . .

receives the entire sale amount (versus you selling your shares and donating the after-tax proceeds to our organization).
uses your gifts to help change lives now by furthering our shared mission.

For More Information

To learn more about donating stocks and mutual funds, contact Revive Our Hearts’ Edward Jones advisor, Sunu Thomas, by phone or email:

574-291-4111 (office)
574–217–3834 (cell)
Sunu.Thomas@EdwardJones.com.

*We encourage you to talk with your financial advisor or tax attorney when making a decision about how to best donate your stock.