Other ways to Give: Gifts of Stock, Corporate Matching, IRA Rollovers, etc.

Other ways to Give: Gifts of Stock, Corporate Matching, IRA Rollovers, etc.

The First United Methodist Church of Seattle is a 501(c)(3) non-profit organization. Contributions are tax-deductible to the extent allowable by law. First Church’s tax identification number is available upon request. 

If you have any questions about donations, please get in touch with us at (206)622-7278 or contact Melinda Waggoner, our Business Manager at Melinda@firstchurchseattle.org

GIFT OF STOCKS

If you have stock that is held in a brokerage account that you wish to gift, your broker can transfer your gift electronically.

1. Contact your portfolio managers and provide the following information for our account:

  • First Church’s Schwab account number: 2450-4729 
  • DTC number 0164 Code 40 
  • Contact – Contra Line (for moving assets) 602-355-9003

2. Please contact us with the following details:

  • Number of shares or other equities 
  • The equity symbol
  • The date of your donation

For year end contributions you must initiate transfers with your portfolio managers by November 30 in order to allow sufficient time for processing in that calendar year.

For additional questions about how to make a gift of stock please contact Melinda Waggoner, our Business Manager, at Melinda@firstchurchseattle.org or call (206)622-7278

IRA ROLLOVER GIFTS

If you are over age 70.5, you can donate funds from your traditional IRA to First Church. Simply call the custodian of the IRA at the number listed on your statements and request that a distribution be made directly to our organization. The custodian will cut a check and mail it to us. You will not be liable for income tax on this gift. In addition, you can count up to $100,000 per year in charitable giving towards your required minimum distribution. For directions on how to make a IRA rollover gift please contact Melinda Waggoner, our Business Manager, at Melinda@firstchurchseattle.org or call (206)622-7278

DONOR ADVISED FUNDS

A donor advised fund is a type of giving program that allows the donor to combine the most favorable tax benefits with the flexibility to easily support First Church. Contributions are tax-deductible and any investment growth in the donor advised fund is tax-free. Our contact person for donor advised funds is Melinda Waggoner, our Business Manager, at Melinda@firstchurchseattle.org or (206)622-7278

CORPORATE MATCHING

Your employer may match your donation to First Church. Don’t miss this opportunity to make twice the impact with your gift. Contact your human resources department for more information on your company’s matching gift program. For directions on how to make a corporate matching gift, please contact Melinda Waggoner, our Business Manager, at Melinda@firstchurchseattle.org or (206)622-7278

LEGACY GIVING

When you name First Church in your will or trust or as a beneficiary of a retirement plan, saving account, or life insurance policy, you ensure that First Church has the resources to continue to be a refuge of inclusive Christianity that advocates for the homeless and hungry for years to come. To learn more, give us a call at (206)622-7278 or contact Melinda Waggoner, our Business Manager, at Melinda@firstchurchseattle.org

MEMORIAL AND TRIBUTE GIFTS

First Church welcomes gifts made in honor of loved ones and special occasions. When you make a gift in honor of a loved one, they are notified in the manner you wish. We are grateful to accept gifts for a variety of occasions, including: Weddings, Graduations, Birthdays, Christmas, Anniversaries, and Memorials.