Giving a stock donation

As a non-profit organization, Mount Horeb United Methodist Church is able to accept donations of stock including:

• Publicly-traded stocks

• Privately-held stocks

• Mutual funds


What are the benefits for donors?

Donating stock can offer significant tax savings for donors. Both capital gains and state income taxes are avoided. The donation can also be claimed as a charitable deduction. The stock value is based on the current fair market at the time of donation. If you are interested in making a major gift, stock donations can help support that goal. Donors who give stock are typically giving out of their wealth (i.e. unearned gains on investments) rather than from their disposable income (i.e. out-of-pocket). 


How does the process work?

The Wisconsin United Methodist Foundation has a process for assisting local churches with stock donations. All of the details can be found in their documentation here: 
https://www.wumf.org/assets/ProcessingStockGifts.pdf

Basic Steps

  • 1. Read the process documentation

    Read the documentation provided by the Wisconsin United Methodist Foundation. Download their PDF.

  • 2. Consult a trusted financial advisor

    Contact your broker or financial advisor to seek their advice, or to see if they have any additional requirements.

  • 3. Call 1-888-903-9863

    Call the Wisconsin United Methodist Foundation’s toll-free number to begin the process.

  • 4. Fill out a form

    Complete page 3 of the Security Transfer Form in full.

  • 5. Send the form

    Send the original completed Security Transfer Form to your broker, and send a copy of the completed Security Transfer Form to the Foundation.

If you would like to speak with someone from the church about stock donations, please contact 

Brent Running.

Email Brent

More Information from the Foundation

Through our special relationship with our broker, Robert W. Baird and Company, we are able to transact these gifts at no commission, leaving higher proceeds for your church. The Foundation will sell your gifted shares and will issue a check to your local church for the full amount of the sale. The Foundation does not attempt to “time” the sale of your stock in a fluctuating market. Shares are sold as soon as we are made aware that they have been received into our account. We will provide donors with a properly executed gift receipt for tax deduction purposes.



The financial institution delivering your security to us does not provide us with the detailed information that is on page 3 of the Security Transfer Form nor will they share any of your personal information with us. If you do not inform us that you are initiating a security transfer, we will not be aware of who the donor is, or which United Methodist Church or ministry should receive your gift. Therefore it is very important that you notify us by placing a phone call, faxing or mailing a copy of the completed Security Transfer Form to us at our contact information above.


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