Thank you for your desire and willingness to give stock to the church. Whether it is to fulfill your pledge, help our General Fund, increase our Permanent Endowment, or assist other designated ministries, we welcome your gift.
When you give stock, we credit your giving account at the church with the average price of the stock on the day it was given (transferred to us), per IRS guidelines. This may be slightly different from the actual price of the stock at the moment you transfer it to us.
It also helps us, when you give stock, if you will send me an email letting me know what stock you are giving, and where it should be applied (If you don’t specify, we assume you want it to fulfill your pledge to the General Fund). Your email will insure that we match up the stock received with your giving records. Contact our finance office by emailing Natalie Giesen (email@example.com).
We have close relationships with two brokers who have agreed to process our stock gifts. You, or your broker, can contact either of these people and they will be glad to help you:
Merrill Lynch, Pierce, Fenner & Smith
569 Brookwood Village, 5th Floor
Birmingham, AL 35209
(205) 326-9531 • firstname.lastname@example.org
DTC Code: 8862
Merrill Lynch Account: 524-03084
Scott E. Howell
Wells Fargo Advisors
2501 20th Place South – Suite 350
Birmingham, AL 35223
(205) 445-2057 • email@example.com
DTC Code: 0141
Wells Fargo Account: 6317-6011