Stock Gifts
Turn appreciated assets into immediate ministry funding.
We eliminate the paperwork and friction that keep donors from giving complex assets.
How it works
Initiate gift
Use our secure form to capture donor, broker, and asset details.
Coordinate transfer
We send DTC instructions and assist the donor or advisor through delivery.
Distribute proceeds
Net proceeds are directed to your ministry or designated fund within days.
Why give stock?
No capital gains tax
Avoid tax on appreciated securities by donating them directly.
Minimal fees
Brokerage commission under $5 per transaction.
Immediate liquidation
We sell upon receipt and distribute proceeds right away.
Fully digital process
Submit online, get DTC instructions by email — no paperwork.
Stock gift vs. selling first
Example: donating $10,000 of stock originally purchased for $3,000 (long-term capital gain of $7,000).
Sell, then donate cash
Donate stock directly
+$1,045 more to ministry
What you'll need
Have the following information ready before starting the stock gift form:
Frequently asked questions
Common questions about donating stock and appreciated assets.
Can I direct my stock gift to a specific church or ministry?
Yes. When you submit the stock gift form, you specify which ministry or organization should receive the proceeds. We liquidate the shares upon receipt and distribute the funds to your designated recipient, minus a small brokerage commission (typically under $5).
How quickly can we receive and deploy a stock gift?
Once shares are transferred to your designated account, proceeds from the sale are typically available within 3–5 business days. We coordinate the entire transfer process and provide donor acknowledgment letters compliant with IRS requirements.
Is there a minimum gift amount?
There is no minimum dollar amount for a stock gift. However, because brokerage fees apply to each transaction (typically under $5), very small transfers may not be cost-effective. Most donors find that gifts of $1,000 or more maximize the benefit.
What documentation will I receive for my tax records?
You will receive a donor acknowledgment letter confirming the date of transfer, the number of shares, and the ticker symbol. The letter is compliant with IRS requirements for charitable contribution substantiation. You are responsible for determining the fair market value on the date of transfer for your tax return.
What types of securities can I donate?
We accept publicly traded stocks, mutual funds, and ETFs. If you hold restricted stock, privately held shares, or other non-standard securities, please contact us to discuss options. The securities must have been held for more than one year to qualify for the full fair-market-value deduction.
Why should donors give stock instead of cash?
When a donor gives appreciated stock directly to a ministry, they avoid paying capital gains tax on the appreciation and receive a charitable deduction for the full fair-market value of the shares. This means more of the gift goes to ministry, and the donor keeps more of their wealth. It's one of the most tax-efficient forms of charitable giving available.
Other ways to give
Ready to make a stock gift?
Submit our online form and we'll send DTC transfer instructions directly to your inbox. The process takes 3–5 business days.
