GIVING THE GIFT OF A STOCK DONATION TO FAMILY PROMISE OF BEAUFORT COUNTY
Donating stock directly to a charity is one of the most tax-smart ways to give. The benefits of giving stock include:
- Avoiding capital gains taxes on the stock
- Opportunity to receive an income tax charitable deduction for the full fair-market-value of the stock at the time of the gift (if the stock has been held for longer than a year before donating it)
- The ‘good feelings’ that come from investing in a philanthropic cause
Although stock donations are traditionally made during the year-end giving season (from Thanksgiving to New Year’s), you may make a stock donation at any point during the year, there’s no need to wait!
If you would like to make a stock donation, either send the following information to your broker or complete the attached Charitable Donation Form and send it to your broker. Please request that your broker notify our broker that a gift is being made by you (make sure to include your mailing address). This will allow us to acknowledge your generous donation.
Information for your broker:
DTC #: 0226
Acct #: FBO NFS #HVT-190197
Name on Account: Family Promise of Beaufort County
Family Promise of Beaufort County EIN #: 20-5647589
Brokerage’s Phone Number: 843-757-2393
Should you have any questions about making a stock donation to Family Promise of Beaufort County please contact our broker, David Hatcher at either 843-757-2393 or email@example.com or call the Family Promise of Beaufort County office at 843-815-4211.