Securities

Giving publicly traded securities as a part of your planned giving is one of many alternatives for supporting the ongoing ministry of Community Bible Study.  Our finance department, along with our brokerage partner, can help you or your financial advisor achieve your goals.

To make a gift of appreciated securities to CBS, please do not sell the securities. Instead, ask your broker to donate through Wells Fargo Clearing Services, LLC:

Wells Fargo Clearing Services, LLC
DTC Number: 0141
Account Name: Community Bible Study
Account Number: 4539-8971

A convenient instruction sheet is also available to download.

To assist us in acknowledging your gift, please provide the following:

Donor name
Stock name
Preferred designation for the gift

Send this information via email to:  donations@communitybiblestudy.org

If you have any questions or to discuss a potential gift, please email donations@communitybiblestudy.org or contact Diana at (719) 884-2537.

Required Minimum Distributions

A qualified charitable distribution (QCD) is a tax-efficient way to give. If you are 70½ or older, you can give up to $100,000 per year from your IRA without any income tax implications. QCDs can count toward your Required Minimum Distribution (RMD) for the year. Simply contact your IRA or retirement administrator to notify them of your desire to distribute all or a portion of your IRA directly to CBS. Your retirement administrator will directly disburse your QCD donation to CBS. Further, contact CBS to let us know your gift is on the way through your retirement administrator.