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Gifts of Stocks, Bonds, Securities,
and Similar Non-cash Assets

How it works
* You transfer securities to Oasis Ministries
* Oasis Ministries handles each transfer on a case-by-case basis.
(See our gift acceptance policy.)
Often, we will immediately sell your securities and use the proceeds for our
programs.
Benefits
* You receive gift credit and income tax deduction to the full
extent permitted by the IRS**
* You can direct your gift to a specific fund or purpose.
* You have the satisfaction of creating contemplative community now
and in the future through Oasis Ministries.
**Please
note: Oasis Ministries does not offer advice on the stock market, or
buying and selling shares. We are not a brokerage firm. We strongly
encourage you to discuss your tax situation with an attorney or
accountant.
How to make a Gift of Stock to Oasis
Ministries.
Simply authorize your stock broker or your bank to complete the
transfer process. Complete the
stock gift form. Please instruct your broker or bank to call
Debbie Klinger, Citizens Investment Officer, at Citizens Bank
Financial Services, 717-731-4845. She will provide a code needed for
the transaction.
I've Already Made My Gift. Now What?
Please make certain that we have been notified of all stock
gifts. This will help us shepherd your gift securely through the
transfer process.
You may notify us via
• e-mail at
oasismin@oasismin.org
• phone at 717.737.8222
• mail at
Oasis Ministries for Spiritual Development, Inc.
Attn: Development Services Team
419 Deerfield Road
Camp Hill, PA 17011
Questions?
If you have any questions about giving stock, please call the
Oasis Ministries donor services team at 717.737.8222, or contact
cindygaris@oasismin.org.
Gift Acceptance
Policy
The Board of Oasis Ministries accepts the gifts of securities,
stocks, bonds, and similar non-cash assets from donors. The
Development Committee shall provide procedures for management of
said gifts.
Please note: Oasis Ministries does not offer advice on the stock
market, or buying and selling shares. We are not a brokerage firm.
We strongly encourage you to discuss your tax situation with an
attorney or accountant.
Date approved by Board of Directors: September 24, 2008
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