Ask A Planner Amy Resized

Giving Stock in Times of Economic Uncertainty

Q: In light of the current market, should I still consider giving stock?

A. Absolutely! Giving appreciated stock, real estate or other non-cash assets remains the most cost-effective giving option since you will receive a fair market value deduction at the time of your gift and avoid capital gains on the sale of appreciated assets.

If you have already gifted stock or other assets into the Stewards Fund (Barnabas Foundation’s donor-advised fund), now is a great time to make distributions from your account. Put your Stewards Fund gifts to work meeting immediate ministry needs!

To learn more, or if you have additional planning questions, call us at 888.448.3040 or email