A planned gift to Big Brothers Big Sisters ensures the continuation of our landmark 1-to-1 mentoring programs and creates your own legacy of support. Planned giving also offers significant benefits, including tax breaks and potential income increase. Many options are available when considering a planned gift; our goal is to connect your financial goals with your charitable goals. We are here to assist you in this process. Thank you for caring about children in our community and the future success of Big Brothers Big Sisters.
If you’re considering making Big Brothers Big Sisters part of your trust, bequest, or endowment, please contact Emily Carter-Essex.
Stocks & Securities
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.
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: