Wills Guide
There are a variety of ways to plan for your family and loved ones with a will or living trust, while also investing in the growth of God's kingdom.
Business As Mission
Stock and Non-Cash Gifts
Cash gifts are commonly seen as the only way to give. However, securities held for at least a year, which have increased in value since the time they were purchased, will receive extra tax savings when used as a donation.When you give a security directly to CrossWorld, your charitable deduction is for the full fair market value of the security at the time of the transfer. You also avoid paying capital gains tax.
To Transfer Your Shares Electronically instruct your broker to transfer your shares from your account to CrossWorld.
Use this Stock Transfer Instruction Letter:
Brokerage Firm: Morgan Stanley Smith Barney LLC
Account Number: 746-01792-1-6-372
DTC Number: 418
Name on Account: CrossWorld Gift Account
Please contact us at donors@crossworld.org when the transfer has been completed, or call us toll free at 888-785-0087 . We will need to know the number of shares, the name of the security, the purpose of the gift, and your name and address. When transfers come through, only the shares arrive. There is no information identifying who they are from or what the purpose of the gift is. If you give us this information, we can promptly acknowledge your gift and put it to work as soon as possible.
Giving A Certificate
1.) You may deliver your stock certificate to your broker in order to have a new certificate issued in the name of CrossWorld, Inc. Our tax identification number is 23-1352564. This certificate can then be mailed to us without endorsement.
2.) You may endorse a stock certificate to CrossWorld, Inc. by printing and completing both the:
Stock Power Form:
and the Security Waiver Form:
Mail the paperwork to:
CrossWorld
Finance Department
Attn: Scott Holbrook
10000 N Oak Trfy
Kansas City, MO 64155-2010