Gifts of Securities

Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to the charitable organization 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 the charitable organization

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 the charitable organization.

 
 

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