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Stocks and Mutual Funds

GIVING APPRECIATED SECURITIES OR MUTUAL FUNDS TO HCJB Global

Giving appreciated securities or mutual fund shares that you have owned for more than one year is one of the best ways of giving to HCJB Global (our legal corporate name is World Radio Missionary Fellowship, Inc.). Such a gift can maximize your tax savings and the impact you can have on the ministry of HCJB Global.

Advantages:
  • Receive an income tax deduction based on the market value of the security at the time of the gift.
  • Avoid paying any capital gains taxes.
  • Request that your gift be designated for one or more ministry purposes within HCJB Global.

Call or e-mail the Development Office at or 1-800-525-8857 for additional information and assistance.


GUIDELINES FOR GIVING

Stock Held in a Brokerage Account
1. Call or e-mail the Development Office to notify us of your gift. ( or 1-800-525-8857)
2. Instruct your broker to transfer the stock directly to Wells Fargo Brokerage Services, LLC; DTC number 0733; for credit to World Radio Missionary Fellowship, Inc., account # 87730400.
3. Confirm your gift with an e-mail or written letter to the Development Office describing the securities and requesting how you wish your gift to be used by HCJB Global.

Stock Held in Certificate Form
1. Call or e-mail the Development Office to notify us of your gift. ( or 1-800-525-8857)
2. Mail the unendorsed certificate, along with instructions to the Development Office. In a separate envelope, mail a signed, dated and signature guaranteed stock power for negotiating the certificate(s).

Mutual Fund Shares

Giving mutual fund shares usually requires establishing an account in our mission's name with the specific mutual fund company and then transferring the shares to the new account. Call or e-mail the Development Office for assistance. ( or 1-800-525-8857)
 
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