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Gifts of Stock and Mutual Funds

If you have appreciated stocks or mutual funds, you have an opportunity to make a bigger impact for the full equality of women and men around the world. By donating appreciated stocks and mutual funds before selling them, 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. Provide your broker with the following information:
    • Name of Account: Christians for Biblical Equality
    • CBE Address: 122 W. Franklin Ave., Suite 610 | 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.

To learn more about giving stock and mutual funds, call Julene at 612-842-1028 or email jholt@cbeinternational.org.