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

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 call 651.635.8053 or complete the contact us form for details.

By certified mail—If you possess stock certificates, please mail, by certified mail, the unendorsed certificates to Bethel. In a second envelope, send a stock power with your signature guaranteed to Bethel. You may obtain this power from your broker or bank. Please enclose a letter identifying the number of shares and company name of the stock you are donating to Bethel University. The gift is complete as of the postmark date of the last envelope received by Bethel. Or, you may deliver the stock certificate and stock power to us personally for immediate credit.

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 of stocks or bonds as part of your estate plan. We would like to thank you and recognize you for your gift.

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  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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