Donating Stock & Mutual Funds
Making a gift to InterFaith in the form of appreciated stock or mutual funds allows you to have an immediate impact on our healthcare ministry, while also possibly paying less in income taxes.
As always, we recommend that you consult a tax professional with any specific questions.
STOCKS OR MUTUAL FUNDS DONATION INSTRUCTIONS
For donations that may require the transfer of an investible asset, please contact Chris Lambert or Adam Davies at The Trust Company of Tennessee by phone at 865-971-1902.
It is up to the donor to discuss with their advisor’s institution the value of the fund or stock on the date it left their possession. If you have questions about the stock donation process, please call Beth Farrow at 865-243-3035 or email us.