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. There are specific tax benefits for the donor by avoiding capital gains taxes and receives an income tax deduction. In addition, the church sells the shares of securities tax-free.
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
1881 9th Street, Suite 302
Boulder, CO 80302
Calvary’s Account No.: 7907-9508
Contact: Stan Benson, 720.565.9833
Calvary Bible Evangelical Free Church
3245 Kalmia Avenue
Boulder, CO 80301
Contact: Lisa Gaskins, 303.442.3484
Gifts in memory of specific persons should be clearly so designated in writing. In most cases, the funds are deposited into Calvary’s General Fund. If the family desires that a designated fund be established for a specific purpose in memory of a person, they should contact the church.
A planned gift is a gift made from one’s assets to a church or other qualified charity. In many cases, a planned gift can be made without negatively impacting a donor’s current income, and may even create some financial advantages for the donor when viewed within the context of one’s overall financial plan. Anyone can make a planned gift. You do not have to be wealthy.