Donating appreciated securities, including stocks or bonds, is an easy and tax effective way to make a gift to the church. Gifts of appreciable assets not only qualify for a charitable deduction, but may also reduce or eliminate capital gains taxes. Any discussion of tax treatment is not intended and should not be considered as tax advice. Pleases consult your tax professional or financial planner for advice.
Stock Donation Instructions
Schwab Account Name and Address: The Cross Church, 100 N. First Street, Wylie, TX 75098
Schwab Account #: 7708-5414
DTC (Depository Trust Company) #: 0164
Schwab Mailing Address: P.O. Box 982600, El Paso, TX 79998
If your broker or financial advisor needs additional information or has any questions, please ask them to contact:
Lisa Gatzke firstname.lastname@example.org
Rockwall Wealth Management, Inc.
301 North Goliad, Rockwall, Texas 75087
Complete the following to ensure your gift is properly identified and recorded on your contribution statement: