Apologetics INC

Types of Tax Advantaged Giving

Donate Assets

You can donate assets such as stocks, bonds, mutual funds, precious metals, etc. directly to Apologetics, Inc. The advantage in doing so is your tax deduction will be the full amount of the value of the stock, regardless of the cost basis.

You initiate a transfer of shares of the assets through your financial institution into our Apologetics, Inc. brokerage account. Apologetics, Inc. will sell your donated assets same day or next day, and you will be credited with the full value of that transaction as your donation amount. (Note: if you sell the assets, you will have tax liability on the capital gains.) If you have non-publicly traded assets you wish to donate, you will need to get an appraisal in advance. We are pleased to work with you through that process.
Click the button below to see instructions on donating assets and our full policy on asset donations

Donor Advised Funds

A Donor Advised Fund (DAF) is a custodial fund that you manage for charitable giving. Several financial institutions and brokerages offer Donor Advised Funds, such as National Christian Foundation, Fidelity, Schwab, Vanguard, and more.
  1. Open your DAF.
  2. Donate cash, stocks, or other assets to your charitable fund. What you can donate depends on the rules of your fund. Your donation to your fund is irrevocable—it cannot be withdrawn or transferred to another person. Your donation must be used for charitable giving.
  3. Your donation is tax deductible at the time you make the donation. This allows you to time your donations when it best suits you, and then distribute the funds from your account at later dates.
  4. Grow Your Fund Tax-Free. Most funds allow you to invest the money in your account, which gives you the opportunity to grow your fund.
  5. Grant to charities of your choice and in your timing, as long as they are IRS-qualified public charities.
Apologetics, Inc. (dba C.S. Lewis Society) is registered with the IRS. We are also registered with several Donor Advised Funds. If your DAF does not currently list us, please ask the fund to contact us. The process to register us with your DAF can be done quickly.

Qualified Charitable Distributions

If you are age 70-1/2 or older, you can make a Qualified Charitable Distribution from your IRA (other than a SEP or Simple IRA) to an IRS-qualified public charity. A QCD is not taxed, nor does it count as taxable income. QCD’s can also count against your IRA-required minimum distributions (RMD’s). The QCD must go from your IRA to Apologetics, Inc. without passing through your hands. If you make the withdrawal, then donate the money to the charity, it will not qualify as a QCD. Your withdrawal would be treated as taxable income and your donation will be a deduction. The QCD excluded from taxable income has several tax advantages, whether you itemize or take the standard deduction. We recommend you see a tax professional for your particular situation.
You set up a transfer from your IRA through your trustee/investment account directly to Apologetics, Inc. Make sure you designate the transfer as a QCD at the time you make the transfer. You can have a check made and mailed to the address below, or you can directly transfer into the Apologetics, Inc account below. Retain your records for your taxes.
Mailing Address:
C.S. Lewis Society (or Apologetics, Inc.)
2430 Welbilt Blvd,
Trinity, FL 34655
Or transfer into the following account:
c/o Fidelity
Acct Name: Apologetics, Inc
DTC Number: 0226
Acct Number: Z40350573
(Tax ID#: 59-3704883)
Contact Name at Apologetics, Inc.: Christine Stephenson, Finance Officer
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