(STOCKS, BONDS, MUTUAL FUNDS, & QCDs)
Make a bigger impact by donating long-term appreciated securities, including stocks, bonds, and mutual funds. You may be able to increase your gift in a tax efficient way, especially if it has been held for more than a year and appreciated in value (please consult your tax adviser for your personal situation).
GIVING INSTRUCTIONS
In order to give, please provide your broker the following details:
Organization Name: First Christian Church of Owasso
(AKA First Church A Non-Profit Organization)
Tax ID: 73-1133070
Investment Account: LPL Financial
DTC: 0075
Account Number: 2828-9500
Address: 10100 N. Garnett Rd. Owasso, Oklahoma 74055
If you are 70.5 years or older, you may want to consider making a charitable gift through a QCD (qualified charitable distribution). This is a direct transfer paid from an IRA/retirement account to a charitable organization of your choice and counted toward satisfying your required minimum distributions for the year as long as certain requirements are met. A donation to First Church may qualify to be excluded from taxable income (unlike regular withdrawals from an IRA). For more specific information, we encourage you to consult your tax or financial advisor.