Gifts of Stocks, Bonds & Mutual Funds

On average, over 90 percent of what God has allowed believers to manage, is NOT cash.

To let us know of an incoming stock gift, please complete our

Often the Lord has given us unique assets to steward for His glory. And because we live in a country that champions generosity, there are often tax benefits available for donations of these assets to Focus on the Family.

If you have owned appreciated stocks or mutual funds for more than a year, there can be several benefits.

Stocks Bonds and Mutual Funds Diagram

Benefits of stocks, bonds & mutual funds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Help further the work and mission of Focus on the Family immediately

How to make a gift

Transfer Instructions for Making a Gift of Securities to Focus on the Family

Gifts of appreciated securities are a smart and simple way to maximize the effectiveness of your charitable giving. If stocks or mutual funds* you’ve held for more than a year have increased in value, you may want to consider using these assets – rather than cash – to fund your giving. By transferring ownership of your long-term stock to Focus on the Family you make a gift to support the ministry, avoid the capital gains tax you would pay if the stock were sold, and you may claim a charitable income tax deduction for the current fair market value of the asset.
*Does not apply to tax-exempt retirement plans (e.g., IRAs, 401(k)s, etc.)

Mutual Fund Transfers: These transfers can be complicated. Please call Focus on the Family’s Gift & Estate Planning department at 1-800-782-8227 to find out how to transfer mutual funds.

Stock Transfers:

DTC Transfer – If you have your shares of stock in a brokerage account, this is a convenient way to transfer your securities. Simply instruct your broker to electronically transfer your securities out of your account into Focus on the Family’s Charles Schwab or Merrill Lynch account and provide the appropriate account information below:

Charles Schwab
FBO: Focus on the Family
DTC #: 0164 Code 40
Account #: 8391-9885
Merrill Lynch
FBO: Focus on the Family
DTC #: 8862
Account #: 210-04035

By Direct Registration Shares (DRS): Contact the transfer agent for your specific security to obtain the form required to transfer shares to Focus on the Family.

Featured Resource
Free eBook "Giving Appreciated Assets"

For more information related to this topic, download this free eBook!

Contact the Planned Giving Team

We’re here to help navigate those unique questions regarding your estate.

Have a Question?

Fill out the form below to send us a message or to request a free 30-minute consultation to discuss your personal situation. We're happy to help.

How to Reach Us

To speak with one of our planned giving specialist, schedule a consultation, request resources, or inquire about general information contact us at the number below.

800-782-8227

Mon - Fri: 8am - 5pm MST

Focus on the Family
Attn: Planned Giving
8605 Explorer Drive
Colorado Springs, CO 80920

How to Reach Us

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