Crossworld broker Accounts

Crossworld Account Type

　　Crossworld offers various giving options for individuals looking to contribute to their ministries. While the primary focus is on charitable donations rather than traditional brokerage accounts, donors can choose from several methods to make their contributions. These include giving by check, donating stocks, utilizing an IRA, or leaving an estate gift. Each method has its own benefits, such as tax savings when donating appreciated securities and the ability to direct funds to specific ministries or projects.

Crossworld Broker Account Opening Process

　　To open an account with Crossworld, follow these steps:

• 　　Choose Your Giving Method: Decide whether you want to give by check, stock, IRA, or estate gift.

• 　　Prepare Required Information:

• For stock donations, gather details such as the brokerage firm, account number, DTC number, and the name on the account.
• If donating via IRA, ensure you are 70½ or older and understand the contribution limits.
• Complete the Donation:
• By Check: Make checks payable to Crossworld, specifying where you would like your gift directed. Mail it to the appropriate office in the U.S. or Canada.
• With Stock: Instruct your broker to transfer shares directly to Crossworld's gift account, and provide the necessary details about the transfer.
• Using IRA: Contact your IRA administrator to initiate the gift process and inform Crossworld's finance department about the distribution.
• Acknowledge Your Gift: After the donation is processed, send the required information to Crossworld via email or phone to ensure timely acknowledgment and allocation of your gift.

　　For more detailed information on giving options and the process, visit Crossworld Giving Options.