Stocks, Bonds, and Mutual Fund Shares

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Stock Donation

By donating stock or other investment securities that you have held for more than a year, you may be eligible for a full market value tax deduction while avoiding the capital gains tax on the appreciated value.

How much can I deduct for stock?

Please consult a tax advisor for your specific situation. Tax laws change frequently, and we do not provide tax or legal advice. For stock donations, you can usually deduct the fair market value of the gift at the time of the transfer.

What are the benefits of donating stocks, bonds, and mutual funds?

Appreciated stock and mutual fund donations generally receive two key benefits: 1) a current-year tax deduction for the fair market value, and 2) no capital gains taxes paid on the sale.  Please consult your tax advisor for information on how these benefits apply to your situation.

Planned and Legacy Giving

A variety of flexible options, including gift annuities, retirement plans, charitable trusts, life insurance, a will or bequest, endowments, and securities, allow you to make a lasting impact through Museum of Bible. For more information, contact our Customer Service team by phone at (866) 430-MOTB (6682) or from the Contact Us Page.

Have questions or need help?

Download this Frequently Asked Questions about Donations document or contact Customer Service by phone at (866) 430-MOTB (6682) or from the Contact Us Page.

Please click here for our Gift Acceptance Policy.

To donate stock securities, please complete the requested information boxes below, hit "Submit" at the bottom. We will follow up within one business day to address any questions you may have.

Please provide your broker with the following information, which will allow your broker to send your gift to us:

  • DTC Clearing Account #: 0901
  • Agent Bank ID #: 80901 - BNY Mellon
  • FBO: Account # 016071 - BOKF, NA
  • FFC: Museum of the Bible/Acct 790269054
  • Tax Identification Number: 27-3444987

If you prefer, you may also download our Gift of Securities Transfer Form, complete it and send it to us via one of the three methods noted on the form. Thank you in advance for your generosity and for partnering with Museum of the Bible.

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