Donating stocks or mutual fund shares that have appreciated in value and been held for more than one year offers tax advantages for donors. Your gift can support Bethania Kids while eliminating capital gains taxes on the securities transferred.
How to Make Gifts of Stock, Mutual Funds and other Securities
Stocks and securities can be transferred to The Bethania Foundation (our legal name) by sharing the following information with your investment manager or broker:
· The Bethania Foundation’s brokerage account: Thrivent
· Federal Tax ID Number: 36-3557140
· Account number: TY9-001295
· Broker DTC number: 0226
Since electronic transfers can be made without identifying the donor, please contact us in advance at 800-993-5179 or email@example.com if you plan to make a gift of stock.
Once the transfer is complete, we will provide you with a tax receipt with the shares’ total value on the date we received the funds and other transfer information.