Stocks and Securities

The sale of appreciated stocks, bonds, and mutual funds can often create a significant tax burden at tax time. You can avoid this burden by gifting shares directly to ICR. Shares that have been held for at least one year can be given to ICR, providing significant tax savings by allowing you to deduct the full market value from income tax while also avoiding capital gains tax—a wonderful “double” benefit to both ICR and you.

Below please find information for transferring gifts of stock to ICR’s brokerage account. You can also access the information as a downloadable PDF. Please notify Chas Morse, Director of Donor Relations, of any stock gifts by calling 800.337.0375, or email stewardship@icr.org. This will assist ICR in properly accounting for and acknowledging your gift for tax deduction purposes.

Gifts of stock to ICR can be transferred via our brokerage account at:

Charles Schwab
8401 N. Central Expy., Suite #110
Dallas, TX 75225

Should you need to speak personally with a Charles Schwab broker representative, please contact our local branch office at 214.706.4410 (direct) or 800.435.4000 (toll-free).

Please request your broker to specify the following:

1. Number of shares to donate
2. Name of stock company being donated
3. For deposit to:
   • Institute for Creation Research
   • ICR’s account #: 36505423
   • Charles Schwab's DTC #: 0164
   • ICR’s Federal Tax ID # (if necessary): 95-3523177

ICR Address Information: Should your broker or company require ICR’s address, our physical and post office box addresses are shown below.

As a federally recognized 501(c)(3) nonprofit ministry of the United States of America, all gifts to ICR are completely tax deductible to the fullest extent allowed by U.S. law.