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Gifts of Stock and IRA Rollover

Give the Rollover from Your IRA 

People age 70½ or older who own an IRA may make cash gifts directly from their IRA to charity. For many people, this is the best tax-wise way to give. An IRA rollover gift will not be included in your taxable income and will qualify for your required minimum distribution.

Gifts of Stock

There are many tax advantages to making a gift of appreciated stock to St. James’s. If you wish to make a stock gift, St. James’s has accounts at several brokerage organizations, and you may use any one of them to complete your stock transfer. Click here for step-by-step instructions on how to make your gift of stock.

PLEASE NOTIFY THE CHURCH IF YOU PLAN TO MAKE A STOCK GIFT!  If you make a transfer between brokerage firms, your name may be omitted from the transfer information because of the Privacy Act. As a result, the receiving brokerage company (and, in turn, St. James’s) may not be able to identify your gift. Therefore, if you make a stock gift, please notify St. James’s Director of Stewardship and Development  (804.355.1779 ext. 335) or Financial Coordinator Poconna Thiel (804.355.1779 ext. 311) that you are making a transfer.