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Gifts of Stocks and Bonds

A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to the EFCA Foundation.

Here are some of the potential benefits:

• Avoid paying capital gains tax on the sale of appreciated stock
• Receive a charitable income tax deduction
• Further our mission today

Give Stock, Bonds or Mutual Funds held in a brokerage or investment account

It's easy - Please contact us for delivery instructions to make a transfer from your brokerage or investment account to EFCA Foundation.

Give Stock held in certificate form

If you hold securities in certificate form, contact us. We will walk you through the transfer requirements.

Receipt

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.

The EFCA will send you a charitable receipt that complies fully with IRS requirements. Gifts are tax deductible to the full extent of the law.

Contact us

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