LEARN MORE ABOUT PLANNED GIVING
Impact Lives Today And Tomorrow
Planned Giving helps you meet your personal, financial and estate planning goals by making a lifetime or testamentary charitable gift. Learn about the benefits below.
Stocks and Bonds
DONATING APPRECIATED SECURITIES, INCLUDING STOCKS OR BONDS, IS AN EASY AND TAX-EFFECTIVE WAY TO GIVE
BENEFITS OF GIFTS OF STOCKS AND BONDS:
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Further our mission today
HOW TO MAKE A GIFT OF STOCKS AND BONDS:
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Eric La Rosa Memorial Foundation.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
MORE ON GIFTS OF STOCKS AND BONDS:
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
CONTACT US:
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
