Give by Stocks

Giving appreciated stocks and mutual funds is a great way to maximize your giving because you receive an immediate income tax deduction for the full fair market value of securities you transfer that you have held for at least one year. In addition, you pay no capital gains tax on the difference between your cost and the fair market value. Consult with your financial and/or tax advisor to analyze your particular situation and confirm tax benefits.

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We primarily receive stock gifts through our account with the National Christian Foundation (NCF). When you are making a gift to the Wake Forest Christian Study Center stock account, please reach out to Kathryn Williams at kwilliams@ncfgiving.com or call (919) 438-0350.

 

During the process, NCF will ask for the following information:​

 Name(s) of contributor(s)

 Exact number of shares 

 Ticker symbol(s)

 Where are the shares held? (Fidelity, Schwab, etc.):

 Mailing address for receipt purposes
 

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If you have any questions, please reach out to Griff Gatewood at griff@wfstudycenter.org