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

Here are some of the benefits:

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

What you need to know: 

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 notify us if you plan to transfer stock or other securities to our ministry.

2. Initiate the transfer with your broker

To initiate the transfer, your broker will need the following information:

Our legal business name is Wisdom for the Heart Inc.
Our Tax ID Number is 56-2244684

STOCKS
DTC number: 0226
F/B/O NFS account Number: WA7-159360

Physical Securities - DTC prefix
OTC/BDS
570 Washington Blvd
Jersey City, NJ 07310
F/B/O NFS account Number: WA7-159360

Physical Securities - VLT prefix
National Financial Services LLC
Newport Office Center Ill
499 Washington Blvd. 5th floor
Jersey City, NJ 07310
F/B/O NFS account Number: WA7-159360

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

Stocks: The value of a 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.