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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 Methodist Home for Children.

Benefits of gifts of stocks and bonds

• Avoid paying capital gains tax on the sale of appreciated stock
• Receive a charitable income tax deduction
• Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Methodist Home for Children.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

Transferring stocks:

1. Notify us by phone or e-mail that you will be making a gift of securities. Because your name may not be identified with the electronic transfer of shares, we need your input to make sure our donation receipt will be issued accurately and promptly.
2. Instruct your agent to transfer your gift to The Methodist Home for Children, Inc.'s broker, Brown Advisory. If your signature is required, use our stock transfer authorization letter.

Transfer to: US Bank
DTC number: 2803
Agent Bank ID# 26645
ffc: The Methodist Home for Children, Inc.
Account number: 8662084

More on gifts of stocks and bonds

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.

Contact us

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.