Gifts of Stock and Appreciated Securities

The Council on Development can assist your local church with gifts of long-term, publicly traded, appreciated stock and mutual funds.

The following is a quote from Give and Take June 2007 (a publication of The 
Sharpe Group):
According to recent studies conducted by the Investment Company Institute and the Securities Industry Association, there have been significant shifts in equity ownership in recent years.  The number of households owning individual stocks and mutual funds has increased more than three-fold over the past 25 years.  Today, half of all U.S. households own these securities.  In 2005, this included more than 91 million people and 56.9 million households.  In fact, the number of households owning equities increased by over 7 million since 1999!  These numbers continued to grow in spite of the 2000-2002 stock market contraction.
To summarize, major trends include:
  • Half of all U.S. households own equities
  • 90% of these households own mutual funds
  • Approximately half own individual securities
  • Overall, the values of these investments have recovered from the bear markets of a few years ago, with net household wealth at an all-time high
  • Nearly 75% of households that own equities hold stock or mutual funds individually, outside of retirement accounts
Many find charitable gifts of securities held long-term (i.e., more than one year) very attractive because they are deductible at the full present fair market value, with no tax on the appreciation.   
As a service, the Council on Development will receive a gift of appreciated securities, value the gift, provide a receipt to the donor, liquidate the gift, pay the commission (brokerage fee), and remit the proceeds for its intended use. 
Typically, the donor would be able to designate through the Council on Development these gifts for any United Methodist purpose including their local church for things such as:  the Operating Fund, Building Fund, and Endowment Fund.
Please let us know if we may serve you.
Stan Ling sling [at] (800) 437-0028 ext 247
Cat Lyle clyle [at]  (800) 437-0028 ext 222