Donations of Stocks and Bonds

Donating stocks and bonds (often known as appreciated securities) to your church or United Methodist ministry is easy to do and can provide attractive tax benefits. Whether you plan to itemize your charitable contributions, because they exceed the standard deduction, or simply use the standard deduction, the Foundation is perfectly positioned to assist with the transfer and gifting of appreciated security donations to your church.

Benefits of Giving Stocks and Bonds

  • Receive a charitable income tax deduction for the current market value of the appreciated securities if your total charitable contributions exceed the standard deduction
  • Avoid capital gains taxes on the sale of appreciated securities
  • Further the mission of your favorite United Methodist church or ministry

How to Make a Gift of Stocks and Bonds

As one of our free services, the Foundation can accept gifts of stocks and bonds to benefit United Methodist churches and ministries. Once your broker is notified of the transfer, you will need to fill out the securities transfer form. The Foundation will then accept the securities, sell them (with a small discounted commission), and make the donation to your church or ministry on your behalf.

Steps for the Electronic Transfer of Stocks and Bonds

  • Notify your broker of the stocks and bonds transfer and have them contact the Foundation office
  • Fill out and submit the Securities Transfer Form
  • Notify your church or ministry about the gift
  • Receive a gift receipt for your charitable donation for tax purposes (based on the average stock valuation on the date the stock is received)

If you would like to make a gift of stocks and bonds (appreciated securities) to your church, please fill out our securities transfer form. If you have any questions about gifts of appreciated securities, please feel free to contact the Foundation office at 334-793-6820 or email us at [email protected].

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