Ways to Give

Gifts of appreciated securities are tax-exempt to the extent allowed by law. Consult your tax advisor for more information. All stock gifts to Montreat are sold on the date they are received and are not held. Download a printer friendly version of these instructions.

Transfer securities in two ways:

1. Your broker may electronically transfer ownership of the stock to Montreat Conference Center’s account at First Citizens (see account information below).

   Please notify or have your broker notify Susan Akduman, Donor Records Coordinator, at 828.419.9805 or susana@montreat.org, when you have initiated an electronic transfer for donations of stock.

   Stock transfers must be initiated by April 15 in order to allow time for processing by our April 30 fiscal year end.

   Give your broker the following information:

   Account Name: Mountain Retreat Association (DBA Montreat Conference Center)
   Brokerage firm: First Citizens Investor Services
   DTC Number: 0443
   FAO: Mountain Retreat Association
   Account: #TNQ-067455

2. Another option is to mail stock certificates, unendorsed, with a signed stock power (available from your financial services provider), in separate envelopes to:

   Montreat Conference Center
   Office of Development
   PO Box 969
   Montreat, NC 28757

If you have any questions, please contact Donor Records Coordinator Susan Akduman at susana@montreat.org or (828) 419-9805.

Interested in giving to the Montreat Fund through your Donor Advised Fund (DAF)? Please mail or forward this information to your financial advisor. Gifts made through a Donor Advised Fund are tax-exempt to the extent allowed by law. Consult your tax advisor for more information. Download a printer-friendly version of these details here.

Organization Information

Legal Name: Mountain Retreat Association (DBA Montreat Conference Center)

Federal Tax ID Number (EIN): 56-0532142

Address:
Montreat Conference Center
Office of Development
PO Box 969
Montreat, NC 28757

Please notify, or have your financial advisor notify, Susan Akduman Donor Records Coordinator at (828) 419-9805 or susana@montreat.org when you have initiated a gift from a DAF. Please consider initiating your gift by April 15 to allow time for processing before Montreat’s April 30 fiscal year end. If you have any questions, reach out to Logan at the contact information above.

Beginning in the year you turn 72, you can use a qualified charitable distribution (QCD) to satisfy all or part of your required minimum distribution (RMD). You will pay no income tax on gifts made from your IRA. If you have retirement assets in a 401(k), 403(b), etc. you must first roll those funds into an IRA, and you can direct the IRA provider to transfer the funds from the IRA directly to your charity of choice.

Do you want to make a QCD to Montreat to satisfy part or all of your RMD? Montreat is a qualifying non-profit organization for your gifts under tax ID 56-0532142. If you have more questions, don't hesitate to reach out to our Development Office at development@montreat.org or 828.419.9805.