i want to give
Donating appreciated securities is one of the most tax-efficient ways to support Bobby Jones CSF. By donating stock directly, you can increase your impact by up to 20% compared to donating cash.
Transfer Instructions: Click below and complete the form. Once we receive your form submission, we will contact you and provide you with our transfer instructions.
Contact Your Broker: Give the instructions to your financial advisor to initiate the transfer.
Receive Your Receipt: Once the transfer is complete, we will send you a tax-acknowledgment letter for the full market value of the shares
Avoid Capital Gains Tax: When you sell stock and give the cash, you pay taxes on the gain. When you give the stock directly, you pay $0 in capital gains tax.
Full Tax Deduction: You can still claim a federal income tax deduction for the full fair market value of the stock.
Rebalance Your Portfolio: Donating stock is a strategic way to manage your investment portfolio while fulfilling your philanthropic goals.
If you need assistance, please contact us at 718-966-2593 or info@bobbyjonescsf.org.
For questions regarding the tax or legal aspects of your giving, we suggest you contact your legal or tax advisor.
