Donating Stocks and Mutual Funds

A gift of appreciated securities is an easy and cost-effective way to support the work of IFCJ. When you donate stocks or mutual funds you have held more than one year, you avoid federal capital gains tax and may also be entitled to a federal income tax deduction of the full fair market value at the time of transfer.

How to make a stock donation

Step 1: Complete the following form

Stock donations transferred to our account aren’t accompanied by donor information. We want to be sure we can recognize your charitable donation of stock and send you an acknowledgement letter, so please be sure to fill out the Stock Donation Notification Form prior to your stock transfer. You can begin the process by clicking the button below.

Step 2: Save your form to provide to your broker

The Stock Donation Notification Form is a great way to summarize your gift request to your broker or bank to help facilitate your stock gift.

Step 3: Complete your transfer

Contact the institution where your stocks are held and let them know you’d like to transfer the shares directly to the International Fellowship of Christians and Jews.

If you have questions or need support, please contact the IFCJ Gift Planning Office at 888-588-4325 or via email at [email protected]