Gifting stock from a mutual fund or other stock account is a great way to bless your church. In fact, gifts of marketable securities (stocks) may provide greater tax benefits to a donor than a gift of cash. It can be expensive and time consuming to obtain a stock certificate and then have the church sell the stock and wait for the funds to arrive.
The Wesleyan Church headquarters can accept transfers of stock with the assistance of our investment advisor. There is no fee charged to process the stock gift and pass on the funds to your district or local Wesleyan Church. We will also acknowledge receipt of the contribution with the donor by providing the needed details in order for an individual to receive a charitable deduction.
The process of gifting stock is easy. Click here to view our securities gift instruction sheet.
If you have any questions about taking advantage of this option, please contact the Donor Services office at firstname.lastname@example.org or 317-774-3944.