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Planned Giving

Ways To Give Securities

Securities and Mutual Funds

Securities and mutual funds that have increased in value and been owned for more than a year are one of the most popular assets to use when making a gift to Compassion International. Making a gift of securities or mutual funds to us offers you the chance to release children from poverty while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds you have owned for more than one year, you can reduce or even eliminate federal capital gains taxes on the transfer. You are also entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Securities are most often used to support Compassion International in the form of:

An Outright Gift

When you donate securities to Compassion, you receive the same income tax savings that you would if you wrote us a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent. Making a gift of securities to help children in need is as easy as instructing your broker to transfer the shares or, if you have the physical securities, hand-delivering or mailing the certificates along with a stock power to us in separate envelopes. (Using separate envelopes safeguards your gift since the certificates will not be negotiable without the stock power.)

Other Ways to Give Securities

A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid over to one or more individuals or charities after your lifetime. It is not necessary for the TOD designation to transfer all of the account solely to charity. You can designate a certain percentage of the account. With a TOD account, the beneficiary you name has no rights to the funds until after your lifetime.

A gift in your will or living trust. A  gift through your will or living trust allows you the flexibility to change your mind at any time. The securities are still yours if you need them for other expenses, and you can continue to receive dividends and participate in shareholder votes.

A donor advised fund. When you use appreciated securities to contribute to a donor advised fund, you will receive a federal income tax charitable deduction for the fair market value of the asset and eliminate capital gains tax. Compassion does not pay capital gain tax when we sell the donated securities.

A memorial gift. If you have a loved one who cares deeply about releasing children from poverty in Jesus' name, consider making a gift to us in that person's name.

An endowed gift. Create an endowment or contribute to one that is already established to ensure that your support of Compassion will last indefinitely.

A charitable gift annuity. Funding a gift annuity with appreciated securities or mutual funds will provide you with reliable payments for life and allow you to change lives with Compassion. Your gift annuity payments are often more than the dividends you would receive each year from the securities; you will also receive a federal income tax charitable deduction and eliminate part of the capital gains tax you would have paid if selling the securities.

A charitable remainder trust. Highly appreciated securities are a great way to fund a charitable remainder trust. The assets can be sold without incurring the capital gains tax, and the trustee can then reinvest the proceeds to secure a higher current income yield.

A charitable lead trust. Rapidly appreciating assets are one of the best ways to fund a charitable lead trust. The assets transferred to the trust are frozen in value for transfer-tax purposes at the time of funding. At the end of the trust's term, all appreciation that takes place in the trust will pass tax-free to your loved ones.

* State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.

Stock Transfers

Thank you for your desire to support Compassion International. It is because of you we are able to continue to release children from poverty in Jesus' name. To help facilitate your stock gift, please follow the instructions below:

Stock can be donated to Compassion International using the following two methods:

Securities Transferred Electronically via a Stockbroker:

Compassion's Brokerage Information:
Organization Name: Compassion International Inc.
Tax ID: 36-2423707
DTC: 0015
Brokerage Name: Morgan Stanley
Account Number: 320106399244

Securities Transferred via Paper Certificates:

Compassion's Mailing Information for Paper Certificates of Stock:
Compassion International
Attn: Gift Planning Department
12290 Voyager Parkway
Colorado Springs, CO 80921

For security and delivery guarantee, please send paper certificates only via a certified delivery service that provides a delivery proof of signature.

Prior to your stock transfer, regardless of the method used, please contact Compassion International's Gift Planning Department at (855) 315-5019 or giftplanning@compassion.com.

Please inform us of the Stock Type, Number of Shares, and any fund designation you may choose.

If your stock transfer donation is received with no attached donor information, your gift will be recorded as an anonymous gift, and will be applied to Compassion's ‘Where Most Needed' Fund.

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  1. Contact the Gift Planning Department at (855) 315-5019 or giftplanning@compassion.com to learn more about using securities to support Compassion International.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Compassion in your estate plans, use our legal name and Federal Tax ID.

Legal Name: Compassion International Inc.
Address: 12290 Voyager Parkway, Colorado Springs, CO 80921-3668
Federal Tax ID Number: 36-2423707

Gift Planning

Every child who participates in a Compassion program is given the opportunity to learn about Jesus and discover how to develop a lifelong relationship with God.

 

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A charitable bequest is one or two sentences in your will or living trust that leave to Compassion International a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Compassion International [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Compassion or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Compassion as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Compassion as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Compassion where you agree to make a gift to Compassion and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.