© 2019 by the Texas Conference Association of Seventh-day Adventists

The purpose of this website is to provide general gift, estate, and financial planning information. It is not intended as legal, accounting, or other professional advice.  For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisors should be obtained.

STOCK, BONDS, SECURITIES

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the church.

BENEFITS

  • Avoid paying capital gains tax on the sale of appreciated stock

  • Receive a charitable income tax deduction

  • Further the mission of the Three Angels' Messages in Texas

HOW TO MAKE GIFTS OF STOCK, BONDS AND SECURITIES

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to the Texas Conference.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

MORE GIFTS

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

CONTACT US

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.