GIFT STOCK & SECURITIES
The Stock Market can be unpredictable, but donating stock may provide a tax advantage, whether your stocks have experienced gains or losses in value. Benefits of donating appreciated stock:
- Taking a charitable deduction equal to the market value of the donated shares for those itemizing deductions.
- Locking in investment gains prior to any potential stock market down-turn without having to pay capital gains tax.
If your stock has depreciated in value, selling your stock and donating the proceeds to Our Kids at Heart may allow you to take a capital loss and a charitable tax deduction.
Contact us for transfer instructions or for more information: 512.772.1179 |
In order for us to properly identify and apply your gift please complete the form below.
Thank you for your generosity
to Our Kids at Heart!
Please provide this information to your broker:
Our Kids at Heart
CETERA – Regions Investment Solutions
Broker: Edward A. Butler