Gift of Securities Instructions

Giving securities is one of the most tax-efficient ways to give. Gifts of publicly traded securities bought over a year ago that have increased in value can be donated to Charlotte Christian College and Theological Seminary. The donor is entitled to a charitable deduction of the value of the securities. In addition to the tax deduction, donors avoid all capital gains taxes. This makes for a double tax savings!

Information for Electronic Stock Transfer to
Charlotte Christian College and Theological Seminary

Account# 801-113166-006
DTC# 0015
Tax ID# 56-1995933
Broker Address Morgan Stanley Wealth Management
6101 Carnegie Blvd., 2nd Floor
P.O. Box 11429
Charlotte, NC 28220
Broker Telephone (800) 438-0397 | Jay Westmoreland, CFP

Please contact our organization via mail, e-mail, facsimile, or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Eddie G. Grigg at 704-334-6882 x101. You are encouraged to leave a voice message or email message if no one answers. The facsimile number is 704-334-6885. If sending email, please use the Contact Us link on the left.

Thank you for your support of our organization.

 

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