Gift of Stock or Mutual Funds

The Chapel is grateful to receive gifts of stock or mutual funds. To complete your gift of these financial assets to the Chapel, please call Dave Anderson with Davenport & Company, LLC at (757) 258-2811.

Refer to account:

Williamsburg Community Chapel
Account Number: 8725-1095
Held at Davenport & Company, LLC
Tax ID 54-1162683

The forms below can assist you and your broker to more easily make your gift. Please send the completed original to your broker and a copy of your completed original to the Chapel. If there is a special designation for your funds, such as the Next 40 Campaign, Agape, missions, etc., please make sure you specify this on the form or by email.

Year-end Contribution Statements are compiled and mailed to your address on file for your Chapel ACS records in January of each year. It includes all methods of giving to the Chapel that you used for that year. The amount received from the sale of your stock or mutual fund will be included in your yearly giving total, but will appear on your year-end contribution statement with a zero-dollar value. The church is not able to assign a value to non-cash donations according to IRS regulations. The tax-deductible amount of this donation should be determined by you and your tax professional.

GIFT OF STOCK GIFT OF MUTUAL FUNDS


 

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“But who am I, and what is my people, that we should be able thus to offer willingly? For all things come from you, and of your own have we given you.” — 1 Chronicles 29:14