When The Stock Is Held By Your Broker

  1. Contact your broker and specify both the stock you want to give to The First Presbyterian Church at Red Bank, NJ and the required information about the church’s brokerage account. A form letter, obtained by clicking here, contains the information about the church’s brokerage account. You may download and complete this form letter or you may write your own letter giving the same information. The stock will then be electronically transferred to the church’s brokerage account.
  2. Prepare a gift letter to the church describing your gift and the purpose of your gift. This is very important so the church can correctly identify your gift when it is electronically transferred and so the church can know the purpose of your gift. You may download and complete the form letter for this purpose by clicking here or you may write your own letter giving the same information. Your gift letter should be sent to:

    The First Presbyterian Church
    Attn: Barbara Homack – Finance Manager
    255 Harding Road
    Red Bank, NJ 07701

How is the date of my gift determined?

The date of gift is the date when the stock is actually transferred into the church’s account at the church’s brokerage firm Charles Schwab & Co. It is important to note that simply giving your broker transfer instructions will not fix the gift date until the stock is actually put into the church’s account. When timing is critical, stay in touch with your broker to ensure that the transfer occurs on the date that you desire.

CONTACT US

255 Harding Road
Red Bank, NJ 07701
732.747.1348

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