Giving Stocks, Bonds and Securities to The Journey Church...
An Easy 3-Step Process!
Thank you for interest in supporting the ministry of The Journey Church through your donation of Stocks, Bonds or other In-Kind gifts.
Why give stocks, bonds, securities or other in-kind gifts to The Journey?
Recently, the major stock markets have hit all-time highs. For individuals who wish to give to The Journey Church, there may be significant federal and state tax benefits and savings from donating appreciated securities.
Your actual benefit will vary depending on your own tax bracket and the gain in the stock donated. The more the appreciation the securities have, the greater your tax savings can be.
How can I give stocks, bonds, securities or other in-kind gifts to The Journey?
Below are the simple steps to take to make a tax-deductible gift of Stocks and Bonds. If you have any questions, wish to give an In-Kind gift of some kind or prefer to handle this by phone, please call 561.420.0606 x200 or email [email protected] to arrange a time to talk.
Why give stocks, bonds, securities or other in-kind gifts to The Journey?
Recently, the major stock markets have hit all-time highs. For individuals who wish to give to The Journey Church, there may be significant federal and state tax benefits and savings from donating appreciated securities.
Your actual benefit will vary depending on your own tax bracket and the gain in the stock donated. The more the appreciation the securities have, the greater your tax savings can be.
How can I give stocks, bonds, securities or other in-kind gifts to The Journey?
Below are the simple steps to take to make a tax-deductible gift of Stocks and Bonds. If you have any questions, wish to give an In-Kind gift of some kind or prefer to handle this by phone, please call 561.420.0606 x200 or email [email protected] to arrange a time to talk.
Step #1:
Transfer your stocks/bonds/securities to The Journey’s account.
The Journey Church’s Account Information:
Organization’s Legal Name: The Journey Church of the City
Broker: James Williams @ Raymond James & Associates
Broker’s phone number: 1-800-866-0202
Broker’s Address: 3809 Main Street, Rowlett, TX 75088
Journey’s Account #: 12145642
DTC #: 0725
The Journey Church’s Account Information:
Organization’s Legal Name: The Journey Church of the City
Broker: James Williams @ Raymond James & Associates
Broker’s phone number: 1-800-866-0202
Broker’s Address: 3809 Main Street, Rowlett, TX 75088
Journey’s Account #: 12145642
DTC #: 0725
Step #2:
Email [email protected] or call 561.420.0606 x200 to let the church know of your gift so that we can alert our broker.
Step #3:
We will inform you when your gift has been received.
If you have questions or would like us to help walk you through the complete process by phone, in person, or Zoom, email the Journey's Financial Department at [email protected] or call 561.420.0606 x 200.