Give Through Securities

Give Through Stocks and Bonds

A simple, two-step transfer of stocks or bonds can help share God’s Word worldwide — turning your investment into eternal impact.

Step 1

Ask your stockbroker to arrange the transfer with EEM’s Registered Investment Advisor using the following information:

Advisor: McGowan Group Asset Management
Contact: Michelle Brady – [email protected]
Clearing Through: Pershing, LLC
DTC #: 0443
Account #: T5A015468

Step 2

Contact EEM directly—or have your broker contact us—on the date of the transfer to provide:

• • The name of the stock
  • The number of shares transferred
  • The donor’s name
  • Instructions for how you would like your gift directed

Email details to Stefanie Brooks at [email protected] or call 817-849-2355.

Your gift is considered complete once the shares are received into EEM’s brokerage account. The value will be based on the average of the high and low prices on the day the shares are received.

Tax Benefits

Donating stocks or bonds that have increased in value may provide greater tax advantages than giving cash. You can generally claim a charitable income tax deduction equal to the fair market value of the securities (subject to AGI limitations) and avoid paying capital gains tax on the appreciation.

Please consult your tax adviser for complete information about your specific situation and the tax benefits available to you.