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We’re Here To Help
Resources And Next Steps
We get it. Navigating the complexities of charitable giving, estate planning and personal investing isn’t easy. Whether deciphering the alphabet soup of giving solutions acronyms or discerning the latest tax code changes, we’re here to help. Let our team of professionals be your guide as you plan for your future and practice biblical generosity that transforms lives with the Gospel.
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Contact Us
If you have questions or would like to learn more, open an account or make a charitable gift, start a conversation with WatersEdge today.
give@WatersEdgeServices.org
800-949-9988
WatersEdgeServices.org
Gifts Of Stock And Other Securities
Gifts of securities like stocks, mutual funds and bonds should be made using the transfer form at WatersEdgeServices.org/StockGifts. You may also provide your broker or financial advisor with the information below to facilitate your gift. If you have questions or need assistance, please email cio@WatersEdgeServices.org.
Security Transfer Instructions
TD Ameritrade
DTC Clearing #0188
“The Baptist Foundation of Oklahoma” Act # 427604020
Contact Information
Chief Investment Officer
Phone: 800-949-9988
Email: cio@WatersEdgeServices.org
WatersEdge Tax ID Number
EIN 73-0623038
