Blog

Inspire Gifts of Stock and Mutual Funds – 2025

Donating stocks and mutual funds can greatly benefit your congregation. Many people don’t give this way because they aren’t aware it’s an option or don’t know how to do it. By adding a strategy for securities donations to your stewardship plan, you may find supporters in your community who can contribute more than you expect. Even small ministries can create new funding sources for operations and special projects.

Imagine receiving a significant gift from people you never thought could give so much. Or from those who can give if they find an easy way to do so. By increasing awareness and reminding your congregation about donating securities, you can make it happen!

How does it work?

Folks as us all the time if congregations and other organizations need to set up a special account with the Foundation to be able to accept securities donations. The answer is no! By making the donation through the Foundation, there is very little work on your part at all! The donor initiates the transaction through their broker using our transfer form, the Foundation receives and sells the securities, transfers the proceeds to you, and issues the charitable tax receipt on your behalf. Donors can even split their donation between several registered Canadian charities, making it an even easier way to give!

Your congregation must continue to engage in the vital work of telling the story of your ministry, nurturing relationships, and inspiring this faithful giving. The Foundation provides a streamlined process for accepting donations of securities, allowing you to focus on your ministry.

Here are some tips to encourage gifts of securities to support your work:

• Make sure folks are educated. The Foundation often posts important industry news and educational resources that will ensure your supporters have the most-up-to-date information to make their gifts. Share our social media posts, blogs, webinars, and newsletters!
• Ask past securities donors to share their experience, and/or share a story of what has been made possible in your congregation thanks in part to a gift of securities. Personal testimony is always the most powerful motivator!
• Keep this way of giving top of mind. Include something on your social media, in your newsletter, bulletin, on your pledge forms, so when it comes time to make a gift, people will remember that it’s an option! Use the templates and sample text we’ve provided below as a start.

Resources

First and foremost, please encourage your supporters to speak with their financial advisor to determine the most appropriate course of action.

• Our latest securities transfer form
• Sample text to use in your bulletin or newsletter
• Customizable social media posts (can also be used in your other communications)