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:
            A.G.Edwards/Wachovia
            DTC #0201
            For account of Florida Baptist Foundation
            Corporate Special Account # 2783-5244
            Attn: Bob Ivey (904) 296-0260  
  • Once we receive the gift letter from you and the stock/fund is transferred into this account, the Foundation will notify A.G. Edwards that the stock/fund is to be sold immediately and the proceeds will be sent to the Church/ministry.  Once the stock is transferred  into this account, the Foundation will notify A. G. Edwards that the stock 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.  A.G. Edwards’ 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. A.G. Edwards’ 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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