Give Appreciated Securities
Many people have discovered the advantages of making a special gift or paying their pledge to their church through appreciated stock. By making such a gift, you escape the capital gains tax on the appreciation, and you have the benefit of a charitable deduction on your income tax of the current market value of the stock.
TMF offers a free service through which you can make a gift to benefit your church or other Methodist institution using stocks. We receive the securities, sell them, and then send the proceeds to the intended recipient.
Follow these four easy steps:
1. Fill out a Gift of Stock Letter of Instruction. It will be automatically submitted to Randi Forrest at TMF. Please feel free to contact Randi at 800-933-5502 with any questions.
2. You will receive a confirmation email. Please review the information in this email to make sure everything is correct.
3. Provide a copy of the completed Gift of Stock Letter of Instruction to your broker noting your intentions.
4. Notify your church or Methodist institution about the gift. They will provide you with the gift receipt for tax purposes
Learn about some of our most popular giving options
Donor-Advised Fund GIFTS BY WILL AND TRUST LIFE INCOME GIFTS GIFT OF STOCK ENDOWMENTS