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One charitable gift, a lifetime of benefits

  • Your gift will help Third Millennium Ministries fulfill its mission
  • You will enjoy a wide variety of tax benefits
  • You will give back to the causes that mean the most to you
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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Third Millennium Ministries.

Gift of Stock and Bonds
Stocks/Bonds
Third Mill
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

Step One

Before making your donation, please inform Third Millennium Ministries of your intent to contribute stock. You may contact us by phone at 407-901-4359, by email at estateplanning@thirdmill.org, or by letter at:

Third Millennium Ministries
316 Live Oaks Boulevard
Casselberry, FL 32707 USA

When you contact us, please provide the following information:

  • Your name, address and phone number
  • Intended date of contribution
  • Name(s) of stock, symbol(s) of stock, number of shares each, and estimated values
  • Your brokerage firm's name and phone number (if electronically transferring)
  • Designation of your contribution (if any)

Step Two

To contribute stock electronically: Please notify your brokerage firm of your intent, giving authorization, acquiring necessary instructions and forms, and communicating the following information: Third Millennium Ministries' brokerage firm is UBS Financial Services, account number MN01901 and DTC number 0221.

To contribute stock by mail: Please mail your unsigned stock certificates and stock power signed by all registered stockholders to:

Third Millennium Ministries
Attn: Development
316 Live Oaks Blvd.
Casselberry, FL 32707

Stock powers can be acquired through your broker. For security purposes, it is common to send stock certificates and stock powers separately. Please use certified mail.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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