You invest. A child profits. It’s that simple. By making a donation in the form of stocks, bonds, mutual funds or other appreciated securities, you are making an investment in the future of children in your community.
As a donor, you are entitled to take a charitable deduction for the full fair-market value of appreciated securities held longer than one year, and you usually avoid paying the capital gains tax that would be due if you sold the securities.
Donating Stock or Bonds Held By a Bank or Broker
If your equities are currently held at a bank or in a brokerage account, simply send a letter of instruction to your broker or banker with a full description of the securities and your gift’s intended purpose. Securities can be sent electronically using the following transmittal instructions:
Big Brothers Big Sisters of the Greater Miami Valley
Bank Account Number: 4206088704
Bank DTC Number: [Insert Bank DTC Number Here]
Bank Contact: [Insert Bank Staff Contact Name, Title and Phone Number Here]
Please advise us of your gift by notifying Anne Pfeiffer, CEO, at firstname.lastname@example.org or (937) 220-6860.
Donating Stock Certificates You Hold
Effective Date and Value of Your Gift
Your gift of stock or publicly traded securities will be valued based on the mean market price of the securities on the gift date. We will provide you with a receipt for your tax records. Big Brothers Big Sisters determines your gift date according to the following guidelines:
If you have questions or need more information, contact Luisa Hocking, Finance Manager, at email@example.com or (937) 220-6855.