DONATING STOCK TO YOUR CHURCH OR ANOTHER MINISTRY


STOCKS HELD BY A BROKER:

  • Donor should send a letter to the Florida Baptist Foundation notifying them of the donor’s intentions (name of stock/fund, number of shares, name and address of the beneficiary Church/Ministry, and approximate day the transfer will be made). (Click here for a Sample letter)
  • Donor should instruct his/her broker to forward stock or fund to:
            National Financial Services   DTC #0226
            For account of Florida Baptist Foundation
            Corporate Special Account # GA1-063690
            Attn: Robert Ivey (904) 239-1060
Information needed from the Transferring Firm:
            Contra Account Number:
            Contra Account Name:
            DTC#:
  • Once we receive the gift letter from you and the stock/fund is transferred into this account, the Foundation will notify Mr. Ivey/National Financial Advisors that the stock/fund is to be sold immediately and the proceeds will be sent to the Church/ministry.  
  • Florida Baptist Foundation does not charge a fee for this service.  National Financial Advisor's fees are determined by the number of shares but, this will be a reduced fee due to the long-time institutional brokerage relationship they have had with the Foundation.


    STOCKS HELD BY THE DONOR REGISTERED IN THE DONOR'S NAME:

    • Mail signed stock certificates (or unsigned stock certificate with a signed stockpower, sent under separate cover) along with a letter to the Florida Baptist Foundation stating intention to make this gift to your church/ministry. ( See Sample gift letter) ( Do not put any name in the blank on stock power that asks you to appoint an attorney to transfer the stock.)

    • Once the gift letter and stock is received, it will be sold by the Foundation broker, the proceeds will be sent to the beneficiary church/ministry. 

    • Florida Baptist Foundation does not charge a fee for this service. National Financial Advisor's fees are determined by the number of shares sold but, this will be a reduced fee due to the institutional brokerage relationship with the Foundation. 

    If you would like instructions for a Church/Ministry to sell stock registered in its name, please click here!

    For more information, please contact us via e-mail or at the following address:

    Florida Baptist Foundation
    1320 Hendricks Avenue, Suite 2
    Jacksonville, FL 32207
    (800) 780-0325 ext. 228
    (904) 346-0325 ext. 228
    Fax (904) 346-0414




    Customer Service

    • Tollfree1 800 780 0325
    • Tel904 346 0325
    • Fax904 346 0414

    How to find us

    • Florida Baptist Financial Services
    • 1320 Hendricks Ave, Suite 2
    • Jacksonville, F1987L 32207

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