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Gift of Stocks, Bonds, and Securities

Giving stock held more than 12 months offers a two-fold tax savings: 

  • Avoid paying capital gains tax on the increase in value of your stock.
  • Receive a tax deduction for the full fair market value of the stock on the date of the gift.

Subtracting the tax savings from what you originally paid for the stock can result in a gift that costs just pennies on the dollar. This is an excellent giving option for stock that has appreciated substantially in value. 

How to give stock to Disciples Church Extension Fund. Stockbrokers require delivery instructions in writing. To make a gift, you will need to give the following information to your broker.

Gifts of stock or mutual funds should be sent to: 
Brokerage Firm: Muriel Siebert & Co., Inc. 
DTC code: 0226 
Account ID: C4W 605 565 
Account Name: Board of Church Extension of Disciples of Christ Inc. 
Tax ID: 35-0953425 

Please notify us when you have completed your request to your broker to ensure the timely processing of your gift. If you have questions, contact us at gifts@disciplescef.org or 317.713.2521.