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Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Family Life Communications.
Benefits of gifts of stocks and bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Further our mission today
How to make a gift of stocks and bonds
By electronic transfer - Most U.S. brokerage firms can quickly and easily transfer your gift of stock or mutual funds to Family Life Communications electronically. The system they use to make the transfer is the Automatic Customer Account Transfer Service (ACATS). When you call your advisor to request the transfer of your gift, they will need the following information about Family Life Communications.
- DTC Participant Number: 0725
- Account Number: 79867423
- Account Name: Family Life Broadcasting
- Receiving Firm: Raymond James
For more information or questions, please contact us.
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 on gifts of stocks and bonds
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.
