Give Stocks & Securities
Donating Stock via Broker Wire Transfer
Donating securities continues to be an effective way to give. Depending on your situation, you may be able to avoid capital gains tax on the appreciation and receive a charitable deduction for the full, fair-market value of your donation.
We accept publicly traded stocks, mutual funds, bonds, and publicly traded stock certificates that you hold personally. We recommend you consult your tax advisor to determine the best assets to donate.
Your gift of securities is valued as of the day it reaches our account if your broker transfers them electronically. Your gift value on that date is the average of the high and the low prices for the stock, or the closing price if mutual fund shares are donated.
Consult with your broker for the optimum time for executing the wire transfer. It is suggested that year-end stock gifts be coordinated with your broker early in December to meet their year-end transfer cutoff date.
Contact your brokerage firm.
The account registration to receive the shares is: Fresno Rescue Mission, FDN Acct. # 7971-5090.
In order for us to properly match the gift with the donor, please provide the following information.
- Donor name, phone number, address, and email
- Broker name and contact information
- Donated stock or mutual fund
- Number of donated shares
- Date you plan to schedule the transfer
Forward the information.
The transfer is received.
Get in Touch
If you’re interested in donating stocks and securities, or have any questions, do not hesitate to reach out to us. We’ll be happy to work with you to make your gifts go far.
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