Most charitable gifts are given in the form of cash because this is so familiar; however, this is probably not the most cost-effective way to give. You can increase your potential impact through CMDA and experience significant tax savings by giving non-cash assets.

Gifts of Stock or Other Securities

Notification of Donor Intent

For audit and acknowledgement purposes, the donor or transferring broker should provide a Notification of Donor Intent with the following information for all gifts of stock:

  • Donor's name and complete address
  • Name of stock
  • Number of shares transmitted
  • Specific CMDA program/ministry to direct the gift
  • Transferring broker's name and contact information

By Postal Mail

You may use the Stock Gift Instructions Form, provide a letter to the address:

 

Christian Medical & Dental Associations®
Office of Stewardship Development
P.O. Box 7500
Bristol, Tennessee 37621
Fax: 423-844-1017

By Email

You may provide the Notification of Donor Intent electronically by email at the time of the transfer. Your email message must include the following information:

  • Donor's name and complete address
  • Name of stock
  • Number of shares transmitted
  • Specific CMDA program/ministry to direct the gift
  • Transferring broker's name and contact information

Transfer of Stock Electronically

The easiest and most secure way to donate stock is electronically through your broker. You must initiate the transfer with your broker.

CMDA Brokerage Information

For electronic transfers of stock, please provide your broker with the following information:

 

Clearing Firm: Charles Schwab & Co.,Inc.
DTC Number: 0164 Code: 40
Account Name: Christian Medical & Dental Associations®
Account Number: 51371378
Tax ID Number: 36-2284267

Sending Stock by Postal Mail

Mail your endorsed certificate(s) and completed Stock Power Form IN SEPARATE ENVELOPES by a traceable shipping method such as FedEx, UPS, Registered Mail, etc. Deliver to:

Christian Medical & Dental Associations®
Office of Stewardship Development
P.O. Box 7500
Bristol, Tennessee 37621

The signed stock power form MUST HAVE A MEDALLION SIGNATURE GUARANTEE from a broker or bank.

If you have questions about making a gift of stock, feel free to contact the CMDA Stewardship Department: 888-230-2637.

Gifts of Real Estate | Tangible Personal Property

Real estate can be a practical, tax-wise way and God-honoring gift. Gifts of homes, farms and other real estate assets can compliment your overall estate plan while enhancing yor financial security now and in the future. For more information contact the CMDA Stewardship Department: 888-230-2637.

Gift of Life Insurance

For more information, contact CMDA's Stewardship Department at 888-230-2637.

Gift of Business Interests

For more information, contact CMDA's Stewardship Department at 888-230-2637.