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Page 1: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 2: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 3: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 4: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 5: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 6: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 7: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 8: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 9: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 10: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 11: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 12: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 13: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 14: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 15: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of

AVOID: Retirement Plan Assets (IRA, 401K)

Page 16: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 17: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of

Charitable IRA

Page 18: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 19: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 20: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 21: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 22: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of
Page 23: assemblymennonite.orgMutual Funds Bonds (not U.S. Savings Bonds) Must be held more than one year to deduct Fair Market Value. Otherwise, can only deduct donor's cost basis Gifts of

Donor Advised Fund – Plan:

▪ Gift entire asset now

▪ Receive immediate charitable income tax deduction for entire amount gifted.

▪ Advise fund to transfer church gift portion immediately (or progressively over 3 years)

▪ Advise fund to make gifts to other charities in the future

▪ Limited paperwork for transfer, low cost