Give the gift of Stocks, Mutual Funds & Qualified Charitable Distribution
At CASA, your generosity helps us serve others and expand our mission.
Some supporters choose to give in ways that may also be tax-efficient. One option is donating appreciated stocks or mutual funds directly to CASA. This approach may allow you to avoid capital gains taxes and potentially receive a charitable deduction for the full market value of your gift, subject to IRS rules.
Another option, for individuals age seventy-three or older, is a Qualified Charitable Distribution. A QCD allows you to direct all or part of your IRA Required Minimum Distribution directly to CASA, which may reduce taxable income while supporting our work.
Every gift makes a difference. We encourage you to speak with your financial or tax professional to determine the giving strategy that’s right for you.
To set up a donation of stocks, mutual funds, or a Qualified Charitable Distribution (QCD), please contact our brokerage representative:
Witt Gaither, CCO, COO
SBG Wealth Management
4001 Vineville Avenue
Macon, GA 31210
Office: (478) 474-7004
Direct: (478) 238-5816
Cell: (478) 957-1454
Email: Witt@SBGWealth.com
Website: www.SBGWealth.com
Important Disclosure:
CASA is a qualified 501(c)(3) nonprofit organization. The information presented is for educational purposes only and does not constitute tax, legal, or investment advice. Charitable giving strategies, including donations of appreciated securities and Qualified Charitable Distributions, are subject to IRS rules, limitations, and individual circumstances.
Individuals should consult with their financial advisor, tax professional, or legal advisor before implementing any charitable or financial strategy. No guarantees or assurances are made regarding tax treatment or outcomes.