Stocks & Bonds
Donating these types of securities is an easy and tax-effective way to give a gift to Debbie’s Dream Foundation.
- Receive a charitable income tax deduction
- Avoid paying capital gains tax on the sale of appreciated stock
How to make a gift of stocks and bonds
Electronic transfer - Please contact us for further details.
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.
If you have any questions about gifts of retirement assets, please contact us.