Stock Gifts to All Saints
Giving appreciated securities to All Saints Church can be an easy way to maximize your tax benefit while supporting the mission of All Saints. Your gift of stock can be a one-time contribution or be used toward your annual pledge.
Here are the steps for giving stock to All Saints:
First, coordinate with your broker.
Provide the following information to your broker using their online or print methods.
Brokerage House: Charles Schwab & Co., Inc.
Schwab Institutional Account
Name of Account: All Saints Church
132 N. Euclid Avenue
Pasadena, CA 91101
All Saints Church Tax ID#: 95-1980801
Second, notify All Saints of your gift.
Since the brokerage house will not provide the donor’s name, contact Roxie Bates in the Giving Office at 626.583.2753 or RBates@allsaints-pas.org with the name(s) of the stock(s) transferred and the number of shares for each stock to ensure we record your contribution properly.
For more information, please contact Roxie Bates at 626.583.2753 or by e-mail at RBates@allsaints-pas.org.
As always, please consult with your tax advisors regarding your tax situation.