Why Give Non-Cash Assets?
Donating appreciated assets (like stocks, mutual funds, or other securities) can be a strategic way to give. Potential benefits include:
Avoiding capital gains taxes on appreciated assets
Receiving a charitable deduction for the full fair market value (if eligible)
Maximizing your impact by giving more than you might through cash alone
We encourage you to consult with your financial advisor or tax professional to determine what’s best for your situation.
How to Give Stock or Securities
To initiate a stock gift, please use the following transfer instructions:
Brokerage Firm: LPL Financial
DTC Number: 0075
Account Number: 4449-7120
Account Name: Crossroads Community Church
Important: Let Us Know
Stock transfers do not include donor information, so it’s important that you notify us when you initiate your gift. This ensures we can properly acknowledge your donation and apply it according to your wishes.
Please contact us with:
- Your name
- Name of the stock or asset
- Number of shares
You can email us at linda.duffy@visitcrossroads.com to notify us of your gift or ask any questions.
Assistance & Questions
If you need help facilitating your gift or have any questions, please reach out:
WadeOlson, CFP®
Financial Advisor / President
Fortunate Family Office, LLC
5251 DTC Parkway, Suite 1045
Greenwood Village, CO 80111
Phone: 720.840.4610
Text: 720.903.1510
Email: Wade@FortunateFamilyOffice.com
Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice is offered through Western Wealth Management LLC, a registered investment advisor. Fortunate Family Office and Western Wealth entities are separate from LPL Financial.
Please do not send trading instructions via email.
Additional Non - Cash Giving Options
We also welcome conversations around other types of non-cash gifts, including:
Donor-Advised Fund (DAFs)
IRA Qualified Charitable Distributions (QCDs)
Legacy or estate gifts
Real estate or other complex assets
If you're interested in exploring these options, feel free to email info@visitcrossroads.com and we’ll help you take next steps.
Thank You
Your generosity fuels ministry, changes lives, and makes a lasting impact. Thank you for considering a non-cash gift as part of your giving.