Donating stock to charity is one of the most tax-efficient ways to give, helping you avoid the capital gains tax and make a bigger donation to Heritage Christian Schools.
We use the services of National Christian Foundation (NCF) to accept and process stock gifts on our behalf. Here are the instructions for getting the stock gift transferred smoothly:
- Complete the Stock and Mutual Fund Transfer form. A stock and mutual form can be found below. Please complete the second page of the form. This form is a fillable PDF that you may save to your device and complete.
- Initiate the transfer. You will need to initiate the stock transfer with your Financial Advisor/Broker. All the instructions and numbers they need to initiate the transfer are on the front side of the form.
- Let NCF know about the gift. NCF receives many security gifts each day and wants to ensure that you are properly receipted for your gift and that it is credited to Heritage Christian Schools, Inc.
- Please send a copy of the completed form by mail, fax, or email to:
18650 W. Corporate Drive, Suite 105
Brookfield, WI 53045
Please feel free to call (262-432-0526) or email Heritage's Business Manager, Brad Evans, if you or your broker have any questions.