Gifts of Stock or Other Appreciated Security

Gifts of Stock or Other Appreciated Security

Thank you for your interest in the work of the C.S. Lewis Institute and for considering a gift of support. One means of support you may want to consider is a gift of appreciated stock.

In most cases, gifts of appreciated stock offer distinct advantages for the donor as well as the Institute. Depending on your tax situation, gifts of appreciated stock donated directly to C.S. Lewis Institute can potentially be deducted at the full fair market value of the stock, thereby avoiding the payment of capital gains tax. On receipt of the stock, the Institute will sell it and derive the benefit of the stock's full value for advancing the work of discipleship of heart and mind.

Please consult with your tax advisor about your particular situation.

For more information, please contact:

Tom Simmons, Executive Vice President
C.S. Lewis Institute
8001 Braddock Road, Suite 301
Springfield, VA 22151-2110
1-800-813-9209 x 5106 or 703-914-5602 x5106
t.simmons@cslewisinstitute.org

Arrangements for the electronic transfer of stock can be made through our broker:

Fidelity Investments
Account # Z 72155500
Transfer number is DTC #0226
Contact Information:
1-800-343-3548

If you decide to make a stock gift, please send us an e-mail notifying us of the transfer, as the transfer does not include the name of the donor. You can send a note to: t.simmons@cslewisinstitute.org. Thank you.

 
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