Giving appreciated stocks and mutual funds is a great way to maximize your giving because you receive an immediate income tax deduction for the full fair market value of securities you transfer that you’ve held for at least one year. In addition, you pay no capital gains tax on the difference between your cost and the fair market value. Consult with your financial and/or tax advisor to analyze your particular situation and confirm tax benefits.
How to GiveIf you’d like to give a stock, mutual fund, bond, or marketable security gift, please follow
these instructions.
IRA Qualified Charitable DistributionsIf you are over 70-1/2 years old, then you may distribute directly from your IRA to Oasis Church up to $100,000 and exclude the contributed amount from your gross income for tax purposes. This amount can be counted towards the IRA’s annual required minimum distribution. Consult with your financial and/or tax advisor to analyze your particular situation and confirm tax benefits.
Here are a few articles that explain the process: