Donate Stocks or Mutual Funds

Thank you for considering a gift of stocks or mutual funds to Pivot Leadership Group. This is a strategic way to give generously while minimizing your tax liability.

 

Our partnership with National Christian Foundation means this process can be completed with just 2 simple steps in 3-5 business days:

  1. Initiate the transfer with your broker. The easiest way to do this is to complete this authorization form and send it to your broker. Your broker may require additional paperwork unique to their firm, but many brokers will accept this form (and it will also provide some necessary account identification information).
     

  2. Notify Pivot Leadership Group that the transfer has been initiated by emailing a copy of the completed authorization form to donations@pivotleadership.org.
    Please note! This is really important. Unless we are notified, National Christian Foundation will receive the funds but may not know to allocate it to Pivot Leadership Group. Notifying us ensures your generous donations reaches the supported ministry quickly and efficiently.
     

That’s it! Once you’ve initiated the transfer and notified Pivot, your work is done. Because your donation is being handled by National Christian Foundation, they will handle the year-end receipting.

 

If you have any questions, please don’t hesitate to contact us at donations@pivotleadership.org. Thank you for your generosity!