The earth is the LORD's, and everything in it, the world, and all who live in it.
Psalm 24:1

Many of our members and friends have found that giving appreciated stock to the church makes very good sense.  Please discuss with your financial advisor if a gift of appreciated securities is a viable option for you.

Benefits of Gifts of Appreciated Securities

• Tax Benefits - The donor avoids capital gains taxes and receives an income tax deduction; the church sells the shares of securities tax-free.

How to Give Gifts of Appreciated Securities
In order to realize the financial benefits of your gifts, you or your brokerage firm will need to transfer the stocks directly into an account set up for Calvary Bible Church.  Our policy is to sell the securities upon transfer, making the proceeds immediately available for funding.

Please follow the procedures outlined below to assure the prompt and efficient transfer of securities to Calvary’s account.

1. Notify your broker that you want to transfer stock to Calvary through our brokerage account.  Here's a sample request letter

2. You can use our form letter or provide your broker with the following information:

• Stock name, number of shares to be transferred, your account number
• Calvary’s brokerage firm:

  Ameriprise Advisor Services, Inc.
  DTC No.0756, Code 40,
  1800 Broadway, Suite 110,
  Boulder, CO  80302
  Calvary’s Account No.:  7907-9508
  Contact: Stan Benson, 720-565-9833

• Recipient information:

  Calvary Bible Evangelical Free Church
  3245 Kalmia Avenue
  Boulder, CO 80301
  Contact: Lisa Gaskins, 303-442-3484

3. We want to be able to appropriately thank you for your gift and acknowledge the giving for your tax purposes.  Since the documentation provided to our broker does not include the contributor’s name, we would only know of your gift if you contact us.  Please call Lisa Gaskins to let her know of your gift or mail her a copy of your stock transfer letter.

Please Note: The Internal Revenue Service date of delivery for gifts of stock is the date that ownership of stock is transferred to the organization.  The date of delivery for a gift of transferred stock using a broker is the date the wire transfer arrives in the organization’s brokerage account.    Especially at year-end, it is important for the contributor to know that the arrival of the wire transfer is the event which determines date of delivery, not the day the donor contacts the broker with instructions to transfer the stock.