Non-Cash Gifts: Stock

Stock Donation

Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Answers in Genesis.

Benefits of Gifts of Stocks and Bonds

Avoid paying capital gains tax on the sale of appreciated stock held for more than a year.
Receive a charitable income tax deduction.
Further our mission today.

How to Make a Gift of Stocks and Bonds

1. Contact Firm Where Stock Is Held to Make Transfer

Contact your broker, dealer firm, or bank where your securities are held. Some investment firms have the capability to request these transfers through an online account if you have one set up. Here is the necessary information to make a donation transfer of the securities to Answers in Genesis:

Name of Receiving Firm:	Charles Schwab & Co., Inc.
DTC Number:	0164, Code 40
FBO:	Answers in Genesis
Account Number:	7727-7605
Tax ID Number:	33-0596423

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.

2. Inform Answers in Genesis of Your Stock Donation

Because our brokers often do not receive information about the donor or their intentions, it is important that you make us aware of a pending stock donation. We want to be able to thank you and properly apply the donation as you desire. Additionally, we want to provide you with the appropriate donation acknowledgement letter for tax purposes. To help us in that regard, please provide the following information at the time of your donation via the form below or call 859-938-6446.

If your securities transfer donation is received without the following donor information, your gift will be recorded as an anonymous gift, and will be applied to AiG’s general ministry fund.

Donor Information

First Name *

Last Name: *

Address 1 *

Address 2

City *

State *

Postal Code *

Daytime Telephone *

Email Address

(Confirm) Email Address

Securities Being Transferred

Anticipated Date of Securities Transfer *

Number of Shares *

Designation *

Core Ministry

Ark Encounter

Creation Museum

Other

Brokerage Firm Securities Are Being Transferred From

Firm Name *

Broker’s First Name *

Broker’s Last Name *

Broker’s Telephone *

Other Information

Other Information You Deem Necessary as a Part of Your Gift

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Contact Us

If you have any questions about gifts of stocks and bonds, please contact Advancement online or by phone at 859-938-6446. We would be happy to assist you and answer any questions that you have.

By donating stock or other investment securities that you have held for more than a year, you can be eligible for a full market value tax-deduction while avoiding the capital gains tax on the appreciated value. Learn more and get instructions.

All gifts to Answers in Genesis, a 501(c)(3) non-profit organization, are tax deductible to the fullest extent allowed by law. Gifts given to a specific program will be used for that program unless we receive more contributions than can wisely be used for that program.