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.

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: [email protected]  Thank you.

For more information, please contact:

Joseph A. Kohm, Vice President for
C.S. Lewis Institute
8001 Braddock Road, Suite 301
Springfield, VA 22151-2110
571-389-4076
[email protected]

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

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