Planned GIving

On average, over 90 percent of what God has allowed believers to manage, is NOT cash.

Often God has blessed us with unique assets to steward for His glory. And because the government incentivizes charitable giving, there are often tax benefits available for donations of these assets to Christ First Covina. If you own appreciated stocks or mutual funds, this may be the best way to give charitably.

  • Stock/Funds Donations

    GIFTS OF STOCKS, BONDS & MUTUAL FUNDS

    Benefits of stocks, bonds & mutual funds

    • Avoid capital gains tax on the sale of long-term appreciated stocks, in most cases
    • Receive a charitable income tax deduction, in most cases
    • Help further the work and mission of Christ First Covina immediately

  • How to make a gift


    Transfer Instructions for Making a Gift of Securities to Christ First

    Gifts of appreciated securities are a smart and simple way to maximize the effectiveness of your charitable giving. If stocks or mutual funds* you’ve held for more than a year have increased in value, you may want to consider using these assets – rather than cash – to fund your giving. By transferring ownership of your long-term stock to Christ First you make a gift to support the ministry, avoid the capital gains tax you would pay if the stock were sold, and you may claim a charitable income tax deduction for the current fair market value of the asset.
    *Does not apply to tax-exempt retirement plans (e.g., IRAs, 401(k)s, etc.)

    Mutual Fund Transfers: These transfers can be complicated. Please call Christ First Covina’s Gift & Estate Planning department at 1-123-123-1234 to find out how to transfer mutual funds.

    Stock Transfers:

    DTC Transfer – If you have your shares of stock in a brokerage account, this is a convenient way to transfer your securities. Simply instruct your broker to electronically transfer your securities out of your account into Christ First Covina’s Charles Schwab or Merrill Lynch account and provide the appropriate account information below:

    Charles Schwab
    FBO: Christ First Covina
    DTC #: 0000 Code 00
    Account #: 0000-0000    		Merrill Lynch
    FBO: Christ First Covina
    DTC #: 0000
    Account #: 000-00000

    By Direct Registration Shares (DRS): Contact the transfer agent for your specific security to obtain the form required to transfer shares to Christ First Covina.

    To let us know of an incoming stock gift, please complete our


    Contact the Planned Giving Team



    We’re here to help navigate those unique questions regarding your estate.

  • Contact the Planned Giving Team

    WE’RE HERE TO HELP NAVIGATE THOSE UNIQUE QUESTIONS REGARDING YOUR ESTATE.

    To speak with one of our planned giving specialist, schedule a consultation, request resources, or inquire about general information contact us at the number below.


    123-123-1234


    Mon - Fri: 8am - 5pm PST


    Tax Information

    TAX ID#: 12-1234567
    IRS Tax Determination Letter