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Donating appreciated securities such as stocks or mutual funds is a smart and easy way to support the Dave Thomas Foundation for Adoption.

 

Just as with cash gifts, you will receive a federal income tax donation for the full market value of any securities you donate as long as you have owned them for at least one year. You may also avoid the capital gains taxes you would owe if you sold these securities. There are many different ways to plan your gift to the Foundation, many of which can save you taxes now, reduce the tax burden on your estate, provide lifetime income to you (or another), and provide a generous ultimate gift to the Foundation. For more information on planned giving opportunities, please contact Jennifer Blank, Director of Major Gifts at jennifer_blank@davethomasfoundation.org or (614) 764-8448.

Click here for details and instructions on methods of delivery for stocks or mutual funds