Estate or Trust
Name Cibolo Creek Community Church as a beneficiary in an Estate or Trust. Please email us at info@cibolocreek.com or give us a call at 830-981-8989 and we can provide more details needed to state in a will or trust to facilitate this future gift.
Stock or Investment Securities
Directly donating investment securities that have appreciated in value (as opposed to selling and then donating cash proceeds) is a financially wise way to give because of tax savings for the donor. Consult your tax advisor for more information. Investment securities such as publicly-traded stock, bonds, mutual funds, etc. may be donated to Cibolo Creek Community Church by a direct transfer to our brokerage account with Fidelity.
Please provide the following instructions to your brokerage firm: Fidelity Brokerage Services, LLC, DTC # 0226, For Account # XXX-XXXXXX, Name of Account: Cibolo Creek Community Church, # of Shares to Transfer ($ Amount). Please contact us info@cibolocreek.com or give us a call at 830-981-8989 if you wish to donate stock or other assets so that we can be aware of any activity or pending transfers and handle them properly.
From a Retirement Account
If you are over age 70 and a half and have an IRA account, giving directly from this account can be a tax wise way to give compared to cash gifts. Consult with your tax advisor and reach out to your brokerage firm for instructions on how to facilitate direct donations from your IRA, known as “qualified charitable distributions (QCDs).
From a Donor Advised Fund (DAF)
Cibolo Creek Community Church is an IRS-qualified 501(c)(3) organization and able to receive charitable donations from Donor Advised Funds (DAFs). This in an account that an individual can establish at most major brokerage firms which allows a donor to contribute cash, investment securities or other assets for an immediate tax deduction (consult with your tax advisor on specifics). The assets contributed can be invested for tax-free growth to increase or potentially even multiply your gift by making grants to IRS-qualified public charities spread out over future years.