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DONATING APPRECIATED SECURITIES
DONATE STOCKS, BONDS, AND MUTUAL FUNDS
Make a bigger impact by donating long-term appreciated securities, including stock, bonds, and mutual funds directly to charity. If you’re interested, please contact the Finance department at email@example.com.
HOW TO MAKE A DONATION
We know that each company may have their own stock transfer procedures. Therefore, we recommend each stockholder do the following:
- Contact your company for the specific instructions and forms needed to initiate the transfer of stock to Concord.
- Send the forms to Concord Finance Department so we can complete our portion of the form as the recipient of the stock.
- Concord will follow the instructions provided to complete the stock transfer paperwork.
- Concord receives the stock certificate.
- Concord values the stock.
- Concord converts the stock to cash.
POLICIES AND PROCEDURES
Download Concord's policy & procedure for receiving stock gifts.
Thank you for your faithfulness in giving your tithes and offerings. For the 2019 tax year, your Contribution Statements can be downloaded and printed beginning January 31, 2020. To request a mailed copy of your contribution statement please email firstname.lastname@example.org .
DOWNLOAD YOUR STATEMENT
Make sure you know your correct User ID (Email Address) and Password. If you are a new user and will be creating an account for the first time, please complete the new account process and then email email@example.com to inform the Database Team that your accounts need to be merged. This process may take up to three (3) days and you will be contacted when it is complete. After the accounts are merged, you will be able to download your Statement.
How to Download your Statement
To download your Statement, click on the “Download Your Contribution Statement” link below to view the eGiving window. Your Giving History for the current year will be listed. Please select year the previous year and then select “View” to refresh. Click the Download Statement link to the right and open the PDF to view and print your Contribution Statement.
Please note: Your Contribution Statement will print best when using Firefox. If you are currently using Internet Explorer or another web browser, you may want to download Firefox before printing.
For more information, contact the Finance Team at 214-331-8522 or email firstname.lastname@example.org.