Use Stocks, Bonds and Mutual Funds to share the GIFT OF FAMILY!
Today, your gift can be matched to DOUBLE your impact for hurting families!
The Lord has provided a way to use Use the unique assets He the Lord has provided to SHARE THE GIFT OF FAMILY this Christmas.
When you donate these assets to Focus on the Family, not only can you receive possible tax benefits, you'll also help save marriages, rescue babies from abortion, equip parents, help children and families in foster care, reach families in crisis and more.
If you have owned appreciated stocks or mutual funds for more than a year, there can be several benefits.
Benefits of stocks, bonds & mutual funds
- Share hope with struggling families by supporting Focus on the Family
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
Transfer Instructions for Making a Gift of Securities to Focus on the Family
Gifts of appreciated securities are a smart and simple way to maximize the effectiveness of your charitable giving. If stocks or mutual funds* you've held for more than a year have increased in value, you may want to consider using these assets - rather than cash - to fund your giving. By transferring ownership of your long-term stock to Focus on the Family you make a gift to support the ministry, avoid the capital gains tax you would pay if the stock were sold, and you may claim a charitable income tax deduction for the current fair market value of the asset.
*Does not apply to tax-exempt retirement plans (e.g., IRAs, 401(k)s, etc.)
If you make a transfer gift, PLEASE LET US KNOW so you can DOUBLE YOUR IMPACT through a year-end match until the match is met.
Mutual Fund Transfers: These transfers can be complicated. Please call Focus on the Family's Gift & Estate Planning department at 1-800-782-8227 to find out how to transfer mutual funds.
DTC Transfer - If you have your shares of stock in a brokerage account, this is a convenient way to transfer your securities. Simply instruct your broker to electronically transfer your securities out of your account into Focus on the Family's Charles Schwab or Merrill Lynch account and provide the appropriate account information below:
By Direct Registration Shares (DRS): Contact the transfer agent for your specific security to obtain the form required to transfer shares to Focus on the Family.
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.