Stock Transfers

As Christians, we understand that all we have belongs to God and should be used to glorify Him. What isn't always clear is how we can best utilize the resources God has entrusted to our care. Today, more and more people are investing in the Kingdom of Christ with the gift of appreciated securities through Global Partners.

Appreciated securities such as stocks or mutual funds provide financial support for our ministry and a "double tax benefit" for you. You can receive an income tax charitable deduction for a portion of the securities' fair market value and avoid capital gain taxes. The following are ways to make this happen. Before any transfer, we ask that you notify us by phone at 800.707.7715 or e-mail at globalpartners@wesleyan.org.

Stock Transfers to Global Partners

  • Stock Held By Brokerage Firm
    • Instruct brokerage firm to deliver stock through DTC system to Merrill Lynch #5198, for credit to The Wesleyan Church Corporation, account #655-07-N54
  • Stock Certificate Held by Individual
    • Sign stock certificate but do not fill out the back or assign it to The Wesleyan Church Corporation (leave all blank except signature).
    • Send to The Wesleyan Church by certified mail. Complete the stock transfer form (Code 116 Rev. 9/76), sign and have notarized.
  • Stock Certificate Has Already Been Assigned to The Wesleyan Church
    • Donor should send the certificate to The Wesleyan Church Corporation by certified mail.
    • The Wesleyan Church will complete a stock power.
    • The Wesleyan Church will complete a corporate resolution.
    • The Wesleyan Church will deliver to Merrill Lynch.
  • Transfer Of Mutual Funds To The Wesleyan Church
    • If funds are being held by the mutual fund or a brokerage firm, the Finance Office The Wesleyan Church will contact Merrill Lynch when the donor is ready to make the transfer. The Wesleyan Church will contact the mutual fund or brokerage firm and arrange an electronic transfer of the funds directly into one of our Merrill Lynch transfer accounts.

Phone: 317-774-7950

Fax: 317-774-7958

Email: GlobalPartners@Wesleyan.org

Mailing: P.O. Box 50434, Indianapolis, IN 46250