Stocks – Raise the Cross

Stock Donations

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

Step 1

Contact your broker or financial advisor and provide the following information about the church:

Schwab Account #:

Schwab Account Name:

DTC (Depository Trust Company) #:

Code:

Schwab Mailing Address:

7708-5414

First Baptist Church of Wylie

0164

PO BOX 982600
El Paso, Texas 79998

Schwab Account #:
7708-5414

Schwab Account Name:
First Baptist Church of Wylie

DTC (Depository Trust Company) #:
0164

Code:
40

Schwab Mailing Address:
PO BOX 982600
El Paso, Texas 79998

If your broker or financial advisor needs additional information or has any questions, please ask them to contact:

Lisa Gatzke lisa@rickdirkse.com
Rockwall Wealth Management, Inc.
301 North Goliad, Rockwall, Texas 75087
Local: 972-771-1472

Step 2

Complete the following to ensure your gift is properly identified and recorded on your contribution statement:

Name

Last Name

Address

City, State, Zip Code

Phone Number

Date of Transfer

Number of Shares

Stock Name and Symbol

Stock gifts will be allocated to General Tithes & Offerings unless otherwise designated:

General Tithes & Offerings Raise the Cross Hope for the Cities Other (please describe below)

Description of Designated Fund (if Other):

Please email finance@thecross.com or call us at 972-442-2261 with any questions.