With another year of stock market gains, parishioners who pay their pledges by stock transfer are well positioned to be generous. By donating stock to the church, you can offset those gains with a tax credit based on the appreciated value. Here are some ways to put that abundance to work for your church and practice fearless generosity.

 

Simple Gifting Process: Direct your financial advisor to transfer securities into the Diocese of San Joaquin's account at Charles Schwab. As soon as the securities are received, they will be sold and the proceeds sent to your church per your instructions.

 

Planned Giving: Many planned giving instruments such as charitable gift annuities can be funded with appreciated securities. These offer the tax advantages of a charitable gift and some also create income for the donor as well. You can get more information on this from the Episcopal Church Foundation:

 

http://www.episcopalfoundation.org/programs/planned-giving

 

Be sure to check with your legal or financial advisors before making a decision.

 

 $145 per person/double room, $195 single room

2 nights, 5 meals

  Registration Deadline - Dec. 26th.

xt retreat in 2016! Randy is a recently retired Missioner for Vocations in the Diocese of Los Angeles, where he supported and oversaw clergy development prior to and after ordination. About 8 years ago, he helped plant the Community of the Holy Spirit (CHS) in the Silver Lake district of Los Angeles. Lay-organized and led, the group is an

emergent progressive Christian community that is being studied by many Episcopal dioceses. "It's not a church. It's not a mission. It's an anomaly and dioceses around the country are trying to figure out what to do with groups like us that are springing up all over the place."  Randy attends St. John's ProCathedral in Los Angeles, serves on the Bishop's Commission on LGBT Ministries and has been recognized by Bishop Jon Bruno for his significant service to the wider church.