Gifts of Stock, Mutual Funds, and Retirement Accounts

If you have appreciated stocks or mutual funds, you have an opportunity to make a bigger impact for the full equality of men and women around the world.

By donating appreciated stocks and mutual funds before selling you can:

  • Save on capital gains taxes
  • Improve cash flow
  • Rebalance your portfolio
  • Provide greater support for CBE

To donate a gift of stock:

1. Donate your stock by providing your broker with the following information:

Name of Account: Christians for Biblical Equality
CBE Address: 122 W. Franklin Ave., Suite 218 | Minneapolis, MN 55404
Broker: Charles Schwab & Co., Inc. (Schwab Brokerage)
DTC Number: 0164
Account Number: 2316-4109

CBE Tax ID #: 41-1599315

2. To ensure proper receipt and acknowledgement of your gift, once your contribution has been made, please notify CBE of your contact information, the contact information of your broker, and a brief description of your gift.

You can contact CBE at 612-872-6898 or by using our contact form.

IRA Rollover Contributions

Individuals who are 70½ years old or older may contribute up to $100,000, tax free, from an IRA to a charitable organization of their choice without reporting the withdrawal as taxable income. Additionally, such charitable contributions may be used to fulfill all or part of one's required minimum annual distribution. The US Congress approved a bill making this tax-free charitable rollover permanent.

If you are considering a charitable gift from your IRA, we encourage you to consult an accountant or financial advisor.