Legacy Giving

Give together. Go further.

Legacy Gifts and Appreciated Stock

You spent a lifetime building differently. What if you gave with that same intentionality, using the assets you've built, not just the cash in the account?

Which is your next faithful step?
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Three places to start.

High capacity leaders know the greatest outcomes rarely come from scattered decisions. They come from ownership, focus, patient capital, and long-term thinking. What if we brought that same thinking to generosity?

01 · Stock of your company

Give What You Built

What if 10% of your company belonged to something bigger?

For many entrepreneurs, their largest asset isn't sitting in a bank account. It's their company. Years of risk. Jobs created. Customers served. Value built.

What would it look like to decide now that a portion of what you're building will ultimately be given away?

People often ask what it practically means to say "God owns my business." Set aside a percentage of your ownership for generosity, and let the value you keep creating become fuel for a problem you deeply care about.

Build the company. Grow the value. Give the fruit.

How a 10% commitment behaves
If the company grows your generosity grows
If there's an exit generosity participates
If what you built becomes more valuable so does your gift
Connect it to a problem

Instead of "Which organization should I give to?", ask "What problem has God called me to help solve?"

Trafficking. Structural hunger. Children staying safely with their families. Bible translation and access. The Gospel. Jobs. Giving Funds bring proven Fund Managers, Investment Committees, ministries, and donors together around each one.

02 · Appreciated stock

Give What Has Grown

Two ways to give the same gain
The usual instinct
Sell the stock.Pay the tax.Give the cash.
A better way
Give the asset, not just the proceeds.

Eligible donors can often contribute shares directly, potentially avoiding capital gains tax on the appreciation while receiving a charitable deduction, subject to applicable rules and limitations.

What if your most appreciated stock could create even greater impact?

For many entrepreneurs and investors, the greatest gains aren't sitting in cash. They're sitting in appreciated stock and investments.

You already think this way in business. You look for leverage. You pay attention to structure. You want capital deployed efficiently. Why should generosity be any different?

Maybe an investment you made years ago has grown 5x, 10x, or more. Instead of asking how much cash to give, start by asking: "What assets has God already multiplied that I could give?"

Give smarter. Solve bigger.

Solving the World's Greatest Problems does not provide tax, legal, or investment advice. Consult your professional advisors regarding your individual circumstances.

03 · Give in your will

Legacy Gifts. Add SWGP Funds to Your Will

Don't just leave your children wealth. Leave them a better way to steward it.

Generational wealth creates an incredible opportunity, and a hard question: What happens to our generosity when we're gone?

You spent decades learning which ministries to trust, which leaders deliver, where capital is most catalytic. Eventually your children and grandchildren inherit those decisions. Will they know where to give? Will they have your relationships? Should every generation have to become expert philanthropic stock pickers?

Think about how you invest. You could research hundreds of companies yourself, forever. Or you find a proven manager with the team, process, and accountability to do it well. Why shouldn't generosity work the same way?

From picking ministries to investing in solutions.

Why SWGP Funds are Strategic for Your Will
01A dedicated Fund Manager
02An independent Investment Committee
03A community of donors who care about the same problem
04A portfolio of organizations and strategies
05Ongoing measurement and learning

The goal isn't simply to preserve your giving. It's to multiply its impact.

Your children don't have to know every ministry, evaluate every grant, or overwhelm one organization with more capital than it can deploy. They stay involved, learn alongside experienced leaders, and develop their own convictions.

Legacy

Give your family more than an inheritance.

Give them a mission. Imagine sitting around the table with your children and grandchildren and being able to say:

"Our family has been blessed with resources. And this is one of the problems we've decided to help solve."

Not an obligation. An opportunity. Your wealth can transfer. Your values can transfer. Your generosity can transfer. And with the right people, process, and strategy around it, your impact can compound across generations.

Henry KaestnerCo-Founder
Justin FormanCo-Founder

Solving the World's Greatest Problems does not provide tax, legal, or investment advice. Consult your professional advisors regarding your individual circumstances.