Planned Giving

GETTING STARTED

  Estate Planning
  Plan by Age
  Build Your Gift
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GIVING OPTIONS
  Ways to Give
  What to Give

FRIENDS & SUPPORTERS
  Why We Give
  Covenant Society   For Advisors

LEARN MORE
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  Quiz Yourself
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  Contact Us

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Is This Gift Right for You?

Profile of a Giver
If you answer yes to each of the following questions, a charitable gift of stock probably meets your needs. If not, we can help you find an option that's a better fit.

  • Do you have securities that you've owned for more than one year and are worth more than you originally paid for them?
  • Do you want to avoid paying taxes on their appreciation?
  • Can you afford to give up ownership of these securities?
  • Would you like to support our mission today?
Quick TipQuick Tip
To realize full tax benefits, make sure the appreciated securities you donate have been owned by you for more than one year.

We Can Help
Contact Beth Poole at 334-683-5154 or bpoole1@judson.edu with any questions you have about making a gift of stock or other securities to Judson College. We're happy to help, without obligation.


Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items




Copyright © The Stelter Company, All rights reserved.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.


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