A gift of stock may be right for you if:
* You are holding stocks that have risen in value. If your stocks are highly appreciated, you may find yourself with a hefty tax bill when it comes time to sell. By using these securities as a gift, you can avoid the capital gains tax.
* You would like to maximize your deduction while not affecting your liquidity. If you decide to make a gift of stock, you not only retain your cash assets, but you also receive a charitable tax deduction for the full fair market value of the stock that you’ve owned for more than one year.
STEP ONE: DONATE STOCK
Please provide your broker with the following information:
Name of Account: The Community Ecology Institute
Name of Broker: Fidelity
DTC Number: 0226
Account: Z06963821
Tax ID: 81-0954815
STEP TWO: NOTIFY US
When your stock or mutual funds are transferred to our account we do not receive information that identifies you as the donor. We wish to ensure all gifts are properly received and acknowledged, so please email [email protected] either before or after donating securities and provide the following information about the gift:
Name of the stock
Number of shares
Your name and address
Thank you for considering CEI for your tax-wise donation!
* You are holding stocks that have risen in value. If your stocks are highly appreciated, you may find yourself with a hefty tax bill when it comes time to sell. By using these securities as a gift, you can avoid the capital gains tax.
* You would like to maximize your deduction while not affecting your liquidity. If you decide to make a gift of stock, you not only retain your cash assets, but you also receive a charitable tax deduction for the full fair market value of the stock that you’ve owned for more than one year.
STEP ONE: DONATE STOCK
Please provide your broker with the following information:
Name of Account: The Community Ecology Institute
Name of Broker: Fidelity
DTC Number: 0226
Account: Z06963821
Tax ID: 81-0954815
STEP TWO: NOTIFY US
When your stock or mutual funds are transferred to our account we do not receive information that identifies you as the donor. We wish to ensure all gifts are properly received and acknowledged, so please email [email protected] either before or after donating securities and provide the following information about the gift:
Name of the stock
Number of shares
Your name and address
Thank you for considering CEI for your tax-wise donation!
