Stock or other assets may be donated to Milestone Church. Please notify our Finance Team at 817-812-3600 if you wish to donate stock or other assets. Stock may be donated to Milestone Church by transferring investments to our account at Wells Fargo. Please notify our Finance Team of any pending transfers so that we can be aware of any activity and handle it properly.
IF STOCK IS IN CERTIFICATE FORM
Please contact our Finance Team at 817-812-3600 for instructions on donating stock that is in certificate form.
FOR BROKER TO BROKER TRANSFER OF GIFT OF STOCK
Please give the following instructions to the firm the shares are coming from:
Wells Fargo Advisors
DTC #0141
For Account #6999 7053
Name of Account: Milestone Church
# of Shares to Transfer: ($ Amount)
RECEIPTS
You will receive a receipt of your tax-deductible gifts in accordance with IRS requirements. Please let us know if you have any specific needs regarding the timing of these notifications, otherwise you will receive only the minimum summary of your gifts necessary to meet government standards.