Gifts of Stock

The Kansas Methodist Foundation offers a service through which you can make a gift of marketable securities you own for the benefit of a church, a Methodist-related institution, or a permanent endowment fund stewarded by KMF. We receive the securities, sell them, and then make a distribution of the gift to the intended recipient.

More Ways to Give

Benefits of Giving Stock

- Avoid paying capital gains tax on the sale of appreciated stock.
- Receive a charitable income tax deduction.
- Further the ministries of KMF, your church, or another Methodist ministry, or any 501c3

How does the process work?

The process below is for transferring securities held by a broker or bank. If you do have physical certificates registered in your name, please email us to get the necessary forms.

1. Use the securities transfer information below to send transfer instructions to your broker.

Securities Transfer Information

2. Complete the KMF online stock transfer notification form to let us know of the incoming gift. Failure to notify KMF may delay the transfer process. If you would like a paper copy of the form, please contact us.

Stock Transfer Notification Form

3. When the transfer is complete, you will receive a receipt confirming the value of the gift as of the date it is received by KMF. Save this receipt for tax purposes.

This site is for informational and educational purposes only. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation, please consult a qualified professional advisor.

Let's Get Started

Have questions about making a gift of stock? Contact Gloria Markus, Director of Finance of the Kansas Methodist Foundation.

contact gloria

Gifts of Stock

Benefits of Giving Stock

How does the process work?

Let's Get Started

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