OPPORTUNITIES FOR GIVING

Make a Gift of Marketable Securities

There are several advantages to donating appreciated value (above your tax basis) securities to the children Of Bethel Bible Village.

The main advantage is that you are allowed to deduct the fair market value of your stock rather than your original cost or other tax basis. In addition, you avoid paying capital gains tax on their sale.

If you have stock whose fair market value has declined below it's original costs or tax basis, then you should consider selling it yourself, so you can take the loss on your personal income tax return. You could then donate your sale proceeds to Bethel.

In any case, you should consult your financial or tax advisor before deciding which, if any, marketable securities to give to Bethel.

When you have determined that your gift to Bethel Bible Village should be funded with marketable securities, please follow these instructions to transfer your shares:

Electronic Transfer
Delivery of the Physical Stock Certificiates

Option #1: Electronic Transfer (the most efficient way)

To electronically transfer securities to Bethel Bible Village:

1. Give your written request to your broker instructing them how many shares of which stocks to transfer to Bethel Bible Village.

2. If Bethel has a brokerage account with your broker's agency, your broker can simply transfer your shares directly to Bethel's account. You or your broker can call Bethel Bible Village's Director of Finance and Development (423-842-5757 or toll-free 888-228-9499) to obtain Bethel's account number. Bethel Bible Village maintains accounts at several of the national brokerage firms.

3. If Bethel Bible Village does not have an account with your broker's firm, ask your broker to transfer your securities to the following account with the following information provided in that transmission:

SunTrust Bank, Chattanooga, TN
DTC # 2971
Charitable Gift Account # 40099004800556
For further credit to: Bethel Bible Village
Bethel's Federal Tax ID # 62-6019872
From your "Broker Firm's Name" as agent for
"Your Name" listed as the Gifter or the shares

SunTrust Bank contact phone # 423-757-3207

4. You should notify Bethel Bible Village's Development office in writing or by e-mail ront@bethelbiblevillage.org of your intention to make an electronic transfer gift of securities. Please identify the name of the Company stock, the number of shares, and in whose name the shares were registered (you, or you and your spouse jointly).

5. Bethel Bible Village will record your gift as given on the date the shares are posted to Bethel's Account at your broker's firm or at SunTrust Bank, whichever account is used. If you are planning a year-end stock gift, you should start the transfer process several days before December 31, since it may take more than one day to complete the transfer to Bethel's account. Bethel will send you a gift receipt showing the name and number of shares received on the date received and the value of those shares on the day received. They must be valued for tax purposes at the average of the high and low prices on the date received into our account.

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Option # 2: Your delivery of the physical stock certificates:

To physically deliver stock certificates held by you (and not with your broker):

1. Deliver them to Bethel Bible Village at 3001 Hamill Road, Hixson, TN 37343:

2. In person, by registered mail, or by courier.

3. Bring, deliver, or mail your stock certificates (as they are: do not sign or endorse them) and a completed irrevocable Stock Power form. The Stock Power form should be signed by you (and your spouse if jointly owned) and your signature(s) should be 'Signature Guaranteed' by an officer of a bank or brokerage firm. For your protection, we recommend that you forward the stock shares separately from the completed irrevocable Stock Power form. Please enclose with your stock shares certificate(s) a letter showing your written intent to gift these shares to Bethel Bible Village.

4. Bethel Bible Village will mail you an official receipt showing the names and number of shares and their market value on the date Bethel received them. The official gift date is the earlier of the date postmarked or the date received by Bethel Bible Village. The market value will be determined on the gift date using the average of the high and the low prices for that day.

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If you have further questions about donating shares of marketable securities to Bethel Bible Village, contact Bethel's Development office by mail, or e-mail to ront@bethelbiblevillage.org, or call 423-842-5757, or toll-free 888-228-9499.

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