Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to (your organization's name) that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains tax is not due on gain in the donated securities.
|Information for Electronic Stock Transfer to (your organization's name)|
|Broker Address||Broker Name
City, ST 99999
|Broker Telephone||(999) 999-9999 | Broker Contact|
Please contact us via email at firstname.lastname@example.org or telephone at 800-886-1762 regarding the purpose of the gift when the transfer is made. The fax number is . If sending email, you may also use the Contact Us link on the navigation menu.
Thank you for your support of (your organization's name).