You invest. A child profits. It’s that simple. By making a donation in the form of stocks, bonds, mutual funds or other appreciated securities, you are making an investment in the future of children in your community.
As a donor, you are entitled to take a charitable deduction for the full fair-market value of appreciated securities held longer than one year, and you usually avoid paying the capital gains tax that would be due if you sold the securities.
Donating Stock or Bonds Held By a Bank or Broker
If your equities are currently held at a bank or in a brokerage account, simply send a letter of instruction to your broker or banker with a full description of the securities, your gift's intended purpose, and our account information. Please contact our office for our account information and to advise us of your gift by contacting Kristin Milosevich, Chief Development Officer, at Kristin.Milosevich@bbbsky.org or 502-587-0494 x142.
Donating Stock Certificates You Hold
Your gift of stock or publicly traded securities will be valued based on the mean market price of the securities on the gift date. We will provide you with a receipt for your tax records. Big Brothers Big Sisters determines your gift date according to the following guidelines: