Stocks & Mutual Funds
If you are currently writing checks to your local church and favorite ministries and you also have appreciated stocks or mutual funds in a taxable investment portfolio, you likely have a significant opportunity to pay less tax, give more, improve your personal cash flow, and simplify your giving. Please call Lori Smith at 682.223.6134 or email to set up a transfer of stocks or mutual funds. 

If you have any questions, or if you would like to receive personally specific information, email