Gifts That Reduce Taxes
Stock, Real Estate, and Other Non-Cash Assets
You may be able to increase your potential impact — and experience significant tax savings — by giving stock, real estate, or other non-cash assets to World Help.
Most Americans carry only 10 percent of their wealth in the form of cash. The remaining 90 percent is held in the form of non-cash assets such as stock, real estate, business interests, or commodities.
By considering all the resources God has entrusted you to manage, you can multiply the impact of your generosity AND eliminate unwanted costs and stress.
Give Stock:
Provide your broker with the following information to make an electronic transfer:
Broker: Charles Schwab (Jeff Luebe) 619-282-3288
Account Name: World Help
Account Number: 7223-2342
DTC Number: 0164
World Help EIN: 54-1615454
Learn More:
Benefits of Giving Non-Cash Assets
- Tax-wise. Receive a fair market value deduction at the time of your gift and avoid tax liability on the sale of appreciated.
- Eliminate hassles. Give assets you no longer need or want to manage (such as rental properties or vacation homes) for the benefit of World Help.
- Capacity to Give. Give from your excess resources without restricting cash flow.
- Estate planning. Eliminate potential taxes or complications for your heirs by giving complex or burdensome assets to ministry now.
Examples of Non-Cash Assests
Appreciated Stock or Marketable Securities
Real Estate
Business Interest
Farm Commodities and Machineries
(donors ages 70½ older)
Stewards Fund
Streamlined and Simplified Giving
World Help partners with Barnabas Foundation to offer you a donor-advised fund called the “Stewards Fund” to simplify and streamline your giving. Like a “charitable giving account,” you can give non-cash assets* into a single fund to be distributed to one or more of your favorite ministries. Barnabas Foundation will manage and liquidate your assets, depositing the funds into your online account. Then, at a time that works best for you, you can request grants be made to World Help.
Disclaimer: This information is not intended as tax, legal, or financial advice. Gift results may vary. Consult your financial advisor and legal counsel for information and advice specific to your situation.
*IRA gifts must be made directly to World Help. They cannot be given through the Stewards Fund.



