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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Bethel University.

Gift of Stock and Bonds
Stocks/Bonds
Bethel
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further Bethel University's mission today.

How to make a gift of stocks and bonds

By electronic transfer—Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Bethel University.

By certified mail—If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

Please let us know if you have already included Bethel University as a beneficiary in your estate plan. We would like to thank you and recognize you for your gift.

  • Meet Peter Rekstad '85: FINANCIAL ADVISOR, BETHEL FOUNDATION BOARD MEMBER, AND BETHEL DONOR
    Meet Peter Rekstad '85: Financial Advisor, Bethel Foundation Board Member, and Bethel Donor
    Peter Rekstad '85 is an alumnus, Bethel Foundation board member, Bethel parent, and more. He works as an investment professional who often assists his own clients in giving gifts of stock, rather than selling it and giving the IRS part of the proceeds. His advice—which he lives by himself—is to use one's portfolio, rather than significant sums of cash, for charitable giving.
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Bethel students are called to be whole and holy people that bring the light of Christ into the world.

Join us in raising the next generation of faith-filled leaders and adventurous Christ-followers. Your legacy gift will have a lasting impact for generations to come.