Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the Institute for Creation Research.

Benefits of gifts of stocks and bonds

• Avoid paying capital gains tax on the sale of appreciated stock
• Receive a charitable income tax deduction
• Further our mission today

Gifts of stocks and bonds video

Thank you for considering a donation of stock to the Institute for Creation Research!

How to make a gift of stocks and bonds

1. By electronic transfer—Please follow the instructions on how you can transfer stock or bonds from your brokerage or investment account to the Institute for Creation Research.
2. By certified mail—If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

The information below explains how to transfer gifts of stock to ICR's brokerage account. You may also access this information in a downloadable PDF format.

Please notify our Planned Giving Department of any stock gifts by calling 214-615-8353 or emailing [email protected]. This notification helps ICR properly process, receipt, and acknowledge your gift for tax-deduction purposes.

Gifts of stock to ICR can be transferred via our brokerage account at:

Should you need to speak personally with a Charles Schwab broker representative, please contact our local branch office at 214.706.4410 (direct) or 800.435.4000 (toll-free).

Please request your broker to specify the following:

1. Number of shares to donate
2. Name of stock company being donated
3. For deposit to:

• Institute for Creation Research
• ICR's account #: 36505423
• Charles Schwab's DTC #: 0164
• ICR's Federal Tax ID # (if necessary): 95-3523177

ICR Address Information: Should your broker or company require ICR's address, our physical and post office box addresses are shown below.

• Physical Address: 1806 Royal Lane, Dallas, TX 75229
• Post Office Box:P. O. Box 59029, Dallas, TX 75229

As a federally recognized 501(c)(3) nonprofit ministry of the United States of America, all gifts to ICR are completely tax deductible to the fullest extent allowed by U.S. law.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.