Maximize Your Impact: Unlocking Tax Benefits through Charitable Gifts of Appreciated Assets

May 01, 2024 • Rev. David Heetland

There has been remarkable growth in the value of stocks and other investments in recent years.  As a result, you may now own investments that have dramatically increased in value.  American taxpayers have long enjoyed the opportunity to make charitable gifts of stocks, bonds, mutual funds, and other securities that have increased in value while bypassing capital gains tax that would be due on a sale.

This is possible because our nation’s tax laws allow you to give appreciated assets and take an income tax deduction for the year of the gift based on the current fair market value of the donated property, no matter how much was originally paid for it! 

 If you have securities which have increased in value, consider gifting these assets to St. Luke’s.  You will benefit in tax savings and the church will benefit by having the necessary resources to fulfill its mission of helping people find and give hope through Jesus Christ.

 For more detailed information on how to give appreciated assets, visit our website at You can also contact me at 317.399.6202 or and I will be happy to assist you.

 Thank you for your continuing interest in, and support of, St. Luke’s mission.

Click here to read about Jane & Barb Tharp's "love affair" with St. Luke's...

Rev. David Heetland