Gifts of Stock

Gifts of stock to Crisis Assistance Ministry are gifts of help, hope, and understanding for our neighbors in need.

From parents being able to provide life's necessities for their children, to senior citizens remaining stably housed with utilities intact, to individuals facing a reduction in work hours receiving the support they need during a critical time…your financial investment can become an investment in the lives of others.

Additional benefits are also available to you as a giver of stock.  For example:

  • You may reduce or avoid capital gains tax.
  • For stocks held more than one year, you may receive a charitable income tax deduction equal to the full current fair market value, up to the overall amount allowed by the IRS.
  • For appreciated securities held long-term, the donation you make and the deduction you receive are greater than they would be if you were to sell the shares and donate the cash proceeds instead.

Please consult your tax or financial advisor for additional information.


Interested in donating stock? Here's a step by step guide:

1. Complete the form below to let us know that a stock donation is on the way. Funds are often transferred to us without any donor information so this ensures we're able to identify your stock donation.

2. Use the following information about our brokerage account to request the transfer from your broker:
Broker: Charles Schwab
DTC # 0164
Account Number: 2199-7736
Account Name: Foundation for the Carolinas
FFTC (Foundation for the Carolinas) Fund Number: 3005
Questions? Call us at (704) 371-3001, Option 4

Preventing homelessness. Preserving dignity.