GIFTS OF STOCKS, BONDS & MUTUAL FUNDS

On average, over 90 percent of what God has allowed believers to manage, is not cash.

Often God has blessed us with unique assets to steward for His glory. And because the government incentivizes charitable giving, there are often tax benefits available for donations of these assets to Focus on the Family. If you own appreciated stocks or mutual funds, this may be the best way to give charitably.

Benefits of stocks, bonds & mutual funds

  • Avoid capital gains tax on the sale of long-term appreciated stocks, in most cases
  • Receive a charitable income tax deduction, in most cases
  • Help further the work and mission of Calvary San Diego immediately

How to make a gift

Transfer Instructions for Making a Gift of Securities to Calvary San Diego

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 Calvary San Diego 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.)

Mutual Fund Transfers

Direct Registration Shares Transfer

These transfers can be complicated. Please call Calvary San Diego at (619) 421-1100 to find out how to transfer mutual funds.
 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 Calvary San Diego’s Charles Schwab account and provide the appropriate account information below:
Charles Schwab
FBO:Calvary San Diego
For DTC and Account Numbers please email: bortiz@calvarysd.com

To let us know of an incoming stock gift, please complete our

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