Zoe Community Church: Stock Donation

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Please use this form every time you donate stock so that we can track your transfer and provide you with a receipt. All stock transfers are received anonymously, so without this form we will not be able to attribute your giving to you or to your Stewardship Project pledge.

Upon completion of this form, Zoe’s bank transfer information will be provided to you.

Depending on your financial institution, you can initiate a stock gift online or you may need to submit a physical form via snail mail.

Vanguard: https://investor.vanguard.com/gifting-stock
Schwab: Visit the Forms Library on Schwab Advisor Center and select “Charitable Gift Transfer Letter of Authorization”
Fidelity: https://www.fidelity.com/customer-service/how-to-gift-shares

Note: When giving from a joint account, all co-owners must approve the transfer.

An alternative option is to use a Donor Advised Fund (DAF), which designates your funds as charitable gifts and allows you to invest them for tax-free growth until you are ready to distribute them as you wish. (Note: Using a DAF incurs fees and does not qualify as a QCD or RMD.)

Vanguard: https://www.vanguardcharitable.org/
Schwab: https://www.schwabcharitable.org/
Fidelity: https://www.fidelitycharitable.org/

Additional Information:

Zoe’s policy for handling stock donations is to immediately sell the investment(s) upon receipt.
Zoe does not accept non-publicly traded stock

This page is provided for general informational purposes only and does not constitute tax, legal, or financial advice. We encourage you to consult with a licensed tax professional or financial advisor with specific questions.

Please contact giving@zoedallas.org with any other questions.

Email *

Your Full Name *

Expected Date of Transfer (approximate). This helps us track your incoming donation. *

YYYY

Stock Ticker Name *

Number of Shares *

Fund Designation *

A copy of your responses will be emailed to the address you provided.

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