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PLANNED GIVING & STOCK DONATIONS

Stock Giving

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To donate stock to Teleios, please follow these instructions:

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1. Tell your broker which stock you intend to give, as well as this information:

Broker: Charles Schwab

DTC Number: 0164

Account Number: 9611-1524

Account Name: Teleios Conrad Jacobsen Memorial Endowment Fund 

 

2. If possible, your broker should include your name and contact information and any special instructions for the use of the gift with the transfer.

 

3. In addition, please email teleios.org@gmail.com to inform us of the stock you’re contributing, how many shares, and any special considerations you may have. We will confirm once it’s been received.

 

Federal Tax ID Number # 91-1126140

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Planned Giving - Creating a Legacy of Disciples

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Leaving a gift to Teleios in your will or by beneficiary designation is a great way to invest in future disciples of Christ and make a difference in our community.

 

HOW YOU BENEFIT:

  • You decide how much to give – no gift is too small

  • Your gift costs you nothing now

  • You retain control of your assets during your lifetime and, if your circumstances change, you can modify your gift

  • You may choose to keep your gift anonymous

  • You can give a portion of any asset, for example a portion of your IRA or a portion of your house

  • You can leave your gift in honor or memory of someone who inspired your commitment to Teleios

  • You will be remembered as someone who made our ministry stronger and able to better reach more men thirsting for the love of Christ

 

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CHOOSE THE RIGHT GIFT FOR YOU:

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#1 GIFTS BY BENEFICIARY DESIGNATION

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Make a Difference Simply by Signing Your Name

Teleios supporters often tell us “I wish I could do more.” You can! You can help make future generations of disciples in Christ for many years to come simply naming Teleios as a beneficiary on any of these types of accounts:

  • Retirement Accounts

  • Life Insurance Policies

  • Bank or Brokerage Accounts

  • Certificates of Deposit

  • Donor Advised Funds

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#2 MAKE THE MOST OF YOUR IRA

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If you are over age 70 ½, you can save on income tax and extend your giving when making donations to qualified charities, such as Teleios, directly from your Individual Retirement Account (IRA). Ask your advisor about Qualified Charitable Distributions (QCD).

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#3 GIFTS IN YOUR WILL

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Leave a Gift that Costs You Nothing Now!

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You can take care of family first, and name Teleios to receive a specific amount or percentage of your estate. Or, name us a contingent beneficiary, so the ministry is next in line after your loved ones.

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Contact teleios.org@gmail.com to learn more.

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PLEASE TELL US ABOUT YOUR GIFT!

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If you leave a gift for future disciples, we welcome the chance to say thank you. Plus, you can set an example and inspire others to consider this type of gift to Teleios. With a gift that costs you nothing now, you can forever be remembered as someone who believes in the power of Christ to transform the lives of men in this community.

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WE’RE HERE TO HELP!

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To notify us of a legacy gift you have planned, or to discuss the best gift option for you please contact teleios.org@gmail.com.

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Federal Tax ID # 91-1126140

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