Give Stock, Multiply Your Impact

Instructions for making a stock gift to Dallas Community Fellowship Church

Donating appreciated investments, including publicly traded shares, ETFs, and mutual funds, may offer an efficient way to support the church while making the most of your gift.

Why Give Stock Instead of Cash?

• Potential capital-gains savings: Securities held for more than one year may generally be donated without first recognizing the increase in value as a taxable gain.
• Possible charitable deduction: Depending on IRS rules and your individual situation, you may be able to deduct the fair market value rather than only your original cost.
• Concentrate several years of giving: Combining planned gifts into one tax year may help some donors exceed the standard-deduction threshold and itemize deductions.
• Increase the impact of your gift: The combination of possible tax savings and a charitable deduction may allow you to give more without increasing your net cost.
• Provide the church with the full value: As a qualified nonprofit, the church can sell donated shares without capital-gains tax and direct the proceeds to ministry, missions, and other church needs.

Reference:Fidelity Charitable: Charitable Contributions

How to Donate Stock: Step by Step

1. Contact your brokerage or investment firm and tell them you would like to transfer a charitable stock gift to Dallas Community Fellowship Church.
2. Give your broker the church's receiving-account information:
   • Legal name: Dallas Chinese Fellowship Church
   • Brokerage firm: Charles Schwab
   • Account name: Dallas Chinese Fellowship Church
   • Account number: 8846-5186
   • DTC number: 0164
   If additional transfer information is required, contactTreasury.Deacon@dcfc.org.
3. Ask the broker to transfer the shares electronically into the church's brokerage account. The shares should be transferred directly rather than sold first.
4. Once you have requested the transfer, notify the church by emailingTreasury.Deacon@dcfc.org with your name, the security name, number of shares, expected transfer date, and any ministry or fund designation, such as the General Fund, Missions, or Building Fund. This information allows the finance team to identify your gift and prepare the correct acknowledgment.
5. After the transfer is completed and the shares are received, the church will send a written donation acknowledgment for your tax records.

Tax treatment depends on individual circumstances and applicable IRS rules. Please consult your tax or financial advisor before making a stock gift.

Thank you for your generosity and partnership in the Gospel. Your gift helps strengthen the church's ministries and its service to the wider community.