Securities and Mutual Funds

Giving appreciated securities or mutual funds is a fast and easy way to make a gift to Impact Ministries. Gifts of stock can be directed to any area of the ministry, and can help  --

• diversify your assets, and
• minimize capital gains taxes.

It is almost always a better strategy to give appreciated securities directly to Impact Ministries, rather than selling them and donating the proceeds of the sale. In fact, many people find that the tax benefits associated with giving appreciated securities to Impact Ministries actually allow them to increase the size of their gift. If you own securities that have lost value, you can sell the stock, take the capital loss deduction, and make a gift to Impact Ministries.

If you would like to make a gift of mutual funds, please follow these instructions.
Securities & Mutual Funds should be transferred directly from your account to Impact Ministries Fidelity brokerage account:
        Fidelity Investments
        DTC Number: 0226
        Impact Ministries USA
        Account #Z47-936613

If you or your broker run into any problems Fidelity's main customer service number is 800-544-6666. They should be able to answer any additional questions.
  
Upon making your gift of securities or mutual funds, please notify the financial office so we can properly credit your gift by sending an email to accounting@impactminusa.org or calling 617-855-5259 with the following:

        Name of Donor
        Security Name and Symbol
        Number of Shares
        Purpose (Designation) of Gift

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Please Note: The content on this site is provided as general information only and should not be taken as investment advice. Consult your investment adviser before making any investment decisions.