Appreciated stock, bonds, or mutual funds that you have held for over 12 months are great gifts to make to accomplish your giving objectives.

•  You get a tax deduction for the fair market value of the stock on the date of transfer
• You avoid capital gains tax which you would have paid if you had sold the asset and then given to STS
•  STS gets the full fair market value of your gift

Shepherds Theological Seminary maintains an account at Merrill Lynch for the purpose of facilitating the transfer of publicly traded stocks, bonds, and mutual fund positions. If you feel led to contribute in this way, it is as simple and easy as telling your broker to transfer whatever stock you designate to Shepherds Theological Seminary. The brokerage account details are as follows:

Account is held at Merrill Lynch

Account number 778-02164

DTC # 8862

Shepherds Theological Seminary’s Tax ID# is 20-0180768

If you do decide to make such a gift, we ask that you contact our STS Advancement Office:

Office: 919-573-5350

Email: info@shepherds.edu

(NOTE: Before making a gift of this type, consult your CPA, tax attorney or other financial advisor)

If you are 70 1⁄2-years-old and have an IRA there is a way for you to make a big kingdom impact!

Charitable rollovers from your IRA are a great way to partner with us.

Here are a few benefits from making a gift via an IRA Charitable Rollover:

• Pay no taxes on directly rolled over transfers, up to $100,000
• Reduce your taxable income
• Satisfy your required minimum distribution (RMD) for the year
• Help Shepherds continue to equip servant leaders for life and ministry and impact the world for Christ

The process is simple:

1. Let your IRA plan administrator know that you want to make a distribution from your IRA in the form of a check
2. Have the check made payable to Shepherds Theological Seminary, and request that your name be included on the memo line or stub of the check
3. Have the check directly mailed to Shepherds Theological Seminary
   Shepherds Theological Seminary
   Advancement Office
   6051 Tryon Road
   Cary, North Carolina 27581
4. Please let us know your donation is on the way by contacting the STS Advancement Office:

Office: 919-573-5350
Email: info@shepherds.edu

Shepherds Theological Seminary’s Tax ID# is 20-0180768

Planned giving enables individuals to make larger gifts to charitable organizations than would be possible from their ordinary income. It is a major gift made throughout the donor’s life or at death as part of a donor’s estate planning. These can include gifts of equity, life insurance, real estate, personal property, or cash. The benefits of funding a planned gift can make this type of charitable giving very attractive for both the donor and the charity.

Tax Benefits

• Donors can contribute life-income gifts, receive a tax deduction for the full fair market value of the assets contributed, less the present value of the income interest retained. If the gift is funded with appreciated property, the donor pays no capital gains tax on the transfer.
• Donors can contribute appreciated property, such as securities or real estate and receive a charitable deduction for the full market value of the asset, and pay no capital gains tax on the transfer.
• Donors can make contributions directly from their IRA to a charity once they attain the age of 70 ½ and pay no income tax on the distribution.
• Gifts payable to a charity upon the donor’s death, such as a bequest, life insurance beneficiary designation, or retirement accounts, are exempt from estate tax.
  For more information on how you can contribute to STS through planned giving, contact:

(NOTE: Before making a commitment of this type, consult your CPA, tax attorney or other financial advisor)

STS Advancement Office:
Office: 919-573-5350
Email: info@shepherds.edu

Shepherds Theological Seminary’s Tax ID# is 20-0180768

Convenient, safe, and secure…Online giving offers the flexibility to give anytime, anywhere, with the ability to choose from a one-time donation or recurring giving. You can also choose from various funds to donate toward, as well as easily track your contributions after setting up a donor account. Get started today!