Donating stocks and bonds is an easy and tax-effective way for you to support the outreach of Wisdom International. 

There are many benefits to giving stocks and/or bonds such as:

  • Avoid paying capital gains tax on the sale of appreciated stock held for more than a year
  • Receive a charitable income tax deduction
  • Helping Wisdom International reach and teach the truth of God’s Word 

Making a donation 

There are 2 steps to making a gift of stocks or bonds:

1. Let us know

Due to privacy regulations, your broker will not provide us with your name.  We are unable to identify you as the donor unless you let us know.  Please fill out one of the following forms and return it to us. If you have any questions please contact Jeff Morrison, Vice President of Advancement at jeff@wisdomonline.org or by phone at 919-323-9001.  

Stock Electronic transfer form
Stock Certificate form
Mutual Fund form

2. Initiate the transfer with your broker

Using the following information, initiate the transfer with your broker, dealer firm, or bank

Name of Receiving Firm BB&T Securities (Scott & Stringfellow)
DTC 0702
FBO Wisdom for the Heart
Account 87466046
Tax ID Number 56-2244684



 

 

 

 

There are rules for valuing gifts of stocks and mutual funds.

Stocks: The value of stock is determined by taking the mean between the high and low price on the date of the gift.  

Mutual Funds: Mutual fund shares are valued using the closing price for the fund on the date of the gift.  

We are a partner supported ministry!  Thank you in advance for your generous support of the ministry!