Donating appreciated securities (gifts of stock) leverages your giving and allows you to make a bigger impact. It also helps you avoid long-term capital gains taxes, provides you an income tax deduction for the full market value of the securities, and may reduce the value of your estate. Please consult with your financial advisor.
How to Give:
Arranging a transfer of gifts of stock is the easiest and most preferred way to give appreciated stock. To transfer shares, provide the following account information to your broker:
Raymond James
Acct – 27542909
DTC#: 725
Please also let us know that you are making the transfer by contacting Tatjana Beylotte at [email protected].
