Gifts of Appreciated Securities

• If you own assets such as stocks, bonds, and mutual funds that have increased in value since they were purchased;
• If you have owned them for more than 12 months;
• Then the sale of stock that has increased in value since its purchase will result in a capital gains tax.

Those who own securities and who want to make substantial gifts to JAARS have a number of ways to help. You may want to consider using them instead of cash to make your charitable gifts. If you are interested in donating securities, there are several ways to make the transfer:

• Brokerage Name: Fidelity Brokerage Services
• Brokerage DTC Number: DTC 0226
• Account Name: JAARS, Inc.
• Account Number: Z03-055476

• Your full name, address and daytime telephone number
• Full name and market ID of security
• Number of shares
• Date of transfer request
• Name of JAARS project(s) that interests you

You can email this information to: stockgift_jaars@sil.org
FAX the information to: 704-843-6385
Or mail it to:

JAARS, Inc.
Partnership Ministries
P. O. Box 248
Waxhaw, NC 28173-0248

• Your name and address
• Daytime phone number
• Optional: Name of JAARS projects that interest you

Send both envelopes to:

JAARS, Inc.
Partnership Ministries
P. O. Box 248
Waxhaw, NC 28173-0248

For tax purposes, the date of the gift is the date we have control of the securities. If you use the DTC system, this is the date the shares are actually in our account. If you mail certificates, it is the mailing date.

• You receive a charitable income tax deduction for the full fair market value of the asset. The deduction can be taken up to 30% of your adjusted gross income. Excess deductions can be carried into as many as five additional tax years, if necessary.
• You avoid the capital gains tax on the property’s appreciation.

The JAARS phone number is 888-773-1178. (8am-5pm EST, M-F)