Stock donations are another way of paying your annual pledge to Nativity. When you donate stocks to a charitable organization, such as Church of the Nativity, neither you nor the church pays capital gains taxes of the stock.

Church of the Nativity has a broker account with Merrill Lynch, and uses that broker for handling stock transfers.

The following procedure is required for transferring stock from your broker or shares held individually by you:

  1. Initiate the stock transfer to Church of the Nativity
    1. STOCK CERTIFICATES PERSONALLY HELD
      Call Merrill Lynch (919) 829-2094 and they will help you with the transfer paper work for your stock certificates.
    2. STOCK HELD IN A MERRILL LYNCH ACCOUNT
      For a telephone transfer, contact Merrill Lynch at (919) 829-2094 and indicate that you wish to transfer stock to the Church of the Nativity. They will then assist with the stock transfer.
    3. STOCK HELD IN AN ACCOUNT WITH ANOTHER BROKER
      Contact your broker for details on how to transfer stocks to Nativity’s account at Merrill Lynch. Your broker may have online functions to initiate such a transfer, or they may have forms on their website that can be printed, filled in by you and mailed to your broker. Contact Merrill Lynch (919) 829-2094 for questions or help.
      For those with IBM shares held by ComputerShare, a broker transfer form can be printed from https://www-us.computershare.com/Employee/Documentation/FormsCatalogue.aspx. Fill out the form and mail it to ComputerShare at the address at the bottom of the printed form.
  2. Notify Merrill Lynch
    It is always a good idea to let Merrill Lynch (919) 829-2094 know that you have initiated a transfer to Church of the Nativity, so they can watch out for the transfer to occur.
  3. Notify Nativity
    Please print and fill in the Stock Donation Notification Form in order that Church of the Nativity can have adequate documentation of your donation, and acknowledge your contribution when the stock transfer has been completed. Return this form to Phil Kraemer (Business Manager) at the church.