giving stocks, bonds, securities
Appreciated marketable securities are a great way to maximize your giving, because you receive an immediate income tax deduction for the full fair market value of your securities. In addition, you pay no capital gains tax on the difference between your cost and the fair market value.
Gifts of appreciated assets are process by the Methodists Helping Methodists Foundation (formerly Mountain Sky United Methodist Foundation). Please complete the LETTER OF INTENT, which will be directed to the Foundation from their website. Provide your broker with the following information:
For stock gifts to Broomfield UMC send the stock to the Foundation’s Broker:
Paul Kullback, at 720-213-3110.
Foundation Clearing Broker:
NATIONAL FINANCIAL SERVICES
100 Crosby Pkwy
Covington KY 41015
Clearing Broker #: 0226
Foundation Account #: B7Y001180
questions on giving
Contact Mindy Davidson by EMAIL or call 720-880-5217.