Giving securities is but one of the many ways you can combine your charitable giving goals with effective estate and financial planning. Donating appreciated shares of marketable securities can be an attractive alternative to a cash contribution and may provide significant tax advantage for you. For specific information regarding the tax advantages and limitations, please contact your financial advisor.
Making gifts of appreciated securities to the Society is not complicated. If your financial services provider holds the securities for your account, instruct that they be electronically transferred. This is often the most convenient way of donating your stock. If you have possession of stock certificates, mail the unendorsed certificate and a signed stock power to the Society in separate envelopes. Please do not cash out your stock to donate it to the Society. The Society is able to avoid brokerage fees and can obtain more value from the stock by having it directly donated to us.
To learn more about donating stock and obtain our routing number, please contact us.