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) | |
|---|---|
Account# |
9999-9999 |
| DTC# | 9999 |
| Tax ID# | |
| Broker Address | Broker Name Address 1 City, ST 99999 |
| Broker Telephone | (999) 999-9999 | Broker Contact |
Please contact us via email at individualgiving@curesma.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).
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