Stock or Securities Transfer

Shares of appreciated publicly traded securities, such as stocks and mutual funds, are relatively easy to donate.

If you donate the stock directly to The Foundation, you pay no capital gains tax—and neither do we! This way, the amount that would have gone to the Internal Revenue Service (IRS) as taxes stays with The Foundation.

Here’s the other benefit: You’ll get a tax deduction for the full fair market value of the stock at the time of the transfer. The tax deduction limit for gifting stock to a public charity is up to 30% of your adjusted gross income (dependent on your annual income), though you can carry any excess over for up to five years.

Gifts of stock may be made via electronic transfer. The Foundation maintains a brokerage account with Wells Fargo Advisors, LLC for the purpose of processing stock transfers to The Foundation for the benefit of Endowments, the Seminarian Partnership Program, Home Mission Society, and the Land Trust.

Simply download the form below and complete with your broker. The Foundation cannot initiate stock transfers on your behalf. Please contact your broker directly.