Thank you for your interest in supporting For Families Like Us through a stock donation. Appreciated securities are perhaps the most cost-effective assets to use in making a gift. When you transfer ownership of long-term holdings to For Families Like Us., you receive a charitable deduction for their full market value — and you incur no capital gains tax (subject to IRS deduction limits).
Because electronic transfers are made without identifying the donor, please alert us in advance about the stock and number of shares you plan to give. You can do so by e-mailing firstname.lastname@example.org.
According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (for transfers from brokerage account to brokerage account). Following is the information necessary to transfer stock to our account:
- For Families Like Us Broker:Ameritrade
- Account Name: For Families Like Us
- Account number: 489657347
Make sure that your name, address, and account number are included in the transaction to Ameritrade.