Thank you for your interest in support of The Cause Church. To help you facilitate a gift of stock, please use the following three simple steps:

  • Step 1: Initiate the Stock Transfer

    Securities can be gifted to The Cause Church quickly via electronic transfer (in which your broker transfers shares using the The Cause Church’s DTC number) or by physically mailing the paper certificates to The Cause Church. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer. Click here to download a sample letter for your use.

    If you would like to donate the shares physically, please contact Joshua Reeve at 714.255.0930 x.102.

  • Step 2: Send the Securities to The Cause Church

    If Sending Electronically:
    Ask your broker to donate through Securities America.
    Broker/Dealer: Securities America C/O Wealth Solutions Group
    DTC Number: 0443
    Account Name: The Cause Community Church (Tax I.D. Number 20-2018776)
    ACCT Number: 73U341580

  • 3. Notify The Cause Church

    Each time a gift of stock is donated, regardless of the method chosen to deliver a gift of stock, information about the gift for audit and acknowledgment purposes is needed. Please email with the following info:

    1. Full Name
    2. Address
    3. Phone Number
    4. Email
    5. Date of Transfer
    6. Number of Shares
    7. Name of Securities
    8. The approximate value of the securities
    9. Any other notes

Why gift stocks?

1. The satisfaction of knowing your money is invested in a cause important to you.

2. Capital gains taxes on the stock are avoided.

3. You will be eligible to receive an income tax charitable deduction for the full fair-market-value of the stock at the time of the gift.

To qualify for these special tax advantages, the security must have been held for at least one year. A gift of stock in certificate form should be postmarked by December 31 or your financial advisor can arrange for a year-end gift of stock from your account. Your gift of appreciated stock is fully deductible up to 30% of your adjusted gross income. For example, if your adjusted gross income is $100,000, up to $30,000 of long-term appreciated stock and other capital gain property may generally be deducted, although high-income donors may be subject to a partial phase-out of itemized deductions. Any excess can generally be carried forward and deducted over as many as five subsequent years.

How giving away $10,000 in stock can benefit you

Take a look at the tax savings of donating securities versus a cash gift. The chart below assumes you wish to donate shares of stock worth $10,000 that you purchased for $2,000 several years ago.

Donate appreciated securities outrightDonate $10,000 cashSell securities & donate cash
Charitable deduction$10,000$10,000$10,000
Ordinary income tax savings (assumes 35% rate)$3,500$3,500$3,500
Capital gains tax paid (assumes 15% tax rate on
$8,000 gain)
$1,200 savedN/A$1,200 paid
Net tax savings$4,700$3,500$2,300

Please consult your tax advisor for up-to-date information regarding any donation you make to charity as it relates to taxes.