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Stocks & Appreciated Securities

Ways to Give

Stocks & Appreciated Securities

Stocks & Appreciated Securities - body

A gift of appreciated stock or other securities can help carry forward the ministry close to your heart. Donors sometimes choose this option to give from investments rather than cash. Tax treatment depends on the asset and your circumstances.

Our team is your first point of contact. FM Financial provides the financial and administrative services behind these gifts. Securities gifts are received and processed through FM Financial on behalf of the ministry you choose, so that name may appear in your broker's transfer instructions.

Before arranging a transfer, connect with us about the ministry you want to support. We can help you obtain the appropriate instructions for your broker and make sure the receiving team knows how you intend your gift to be used.

Next step

Your next step

Let us know you are considering a gift of securities. Our team will follow up with the appropriate transfer information and help you clarify your ministry designation before you contact your broker.

Ask about a gift of stock →

Prefer to talk? Call (800) 342-5531 or (317) 244-3660.

Advisory

Please consult your own tax, legal, or financial advisor about how a gift may fit your circumstances.

Ways to give

Your generosity can reach across generations.

Thoughtful stewardship can open new possibilities for generosity. Explore tax-wise ways to give that reflect your faith, care for those you love, and help carry the mission forward. We’re here to help you consider what fits your circumstances and calling.

Explore ways to give