Would you like to make a donation of stock?  The church has an account at Fidelity solely for this purpose.  Please follow the steps below:

Contact the Church Treasurer to obtain the Fidelity account number.

  1. Please allow for market fluctuations when selecting the amount of stock to be transferred if you are satisfying a pledge commitment.
  2. Give the SUMC Fidelity account number to your Broker and have the Broker transfer your stock into the SUMC’s account at Fidelity.
  3. Notify the treasurer when the transfer has been completed.

After your donation of securities is completed, the following will happen:

  1. The treasurer will instruct Fidelity to sell the stock immediately.
  2. The proceeds will be transferred by the SUMC Treasurer to the correct account (Operating account; Capital Campaign account; Endowment, etc.) at SUMC.
  3. The proceeds of the sale will be credited to your SUMC statement for tax purposes.

  • When you give appreciated stock directly to SUMC, you do not pay additional capital gains tax.