Leverage your giving and take advantage of current rates before December 31. You can donate up to $100,000 from your IRA with no tax penalty if you are over 70, and IRA donations count toward your required minimum distribution.
The chart below shows how donating appreciated assets can save you money on taxes and free up more funding for ministry. With significant and high tax law changes on the horizon, now is the time to leverage your giving and take advantage of current rates.
Please notify Sherryn Cates at firstname.lastname@example.org when you make a stock donation via direct transfer from your account to the church’s account so we know whom to credit for the donation. You may call 214-969-2405 if you prefer.
8201 Preston Road, Suite 600
Dallas, TX 75225
Stephen P. Crossman
Vice President, Private Client Group
214-987-5242 – direct for Stephen
214-987-5234 – fax
800-767-4397 – toll free
214-987-5200 – main number
First Baptist Church of Dallas, Texas
(Call Church for account number)
0279 (must have all 4 numbers)
*This is to be used for transferring stock from an account with one firm to the church’s account with Hilltop Securities
Tim Rehkopf, Associate Administrator
Sherryn Cates, Director of Finance and Accounting
Jill Roddy, Financial Manager
Use the form below to contact us with any questions or concerns.