Better is Possible.
Gift of Stock
You can give FamilyMeans a gift of securities, including stocks, or mutual funds that have appreciated in value. Gifts of publicly traded securities provide a double tax benefit. You can avoid a capital gains tax on appreciated securities, and you can receive a charitable income tax deduction for the full fair market value of the securities.
According to IRS Guidelines, the date and value of your gift are determined by the date on which FamilyMeans takes control of the securities.
Transferring Stock to FamilyMeans
If you would like to make a gift of stock to FamilyMeans, please contact our Director of Development & Communications, Melena Nord, at mnord@familymeans.org or 651-789-4029 before initating the transfer. Your stockbroker will need specific instructions to complete the transaction, and notifying us helps to ensure your gift is properly identified and acknowledged.
|
Legal Name: FamilyMeans |
Non-profit status: IRS identification # |
FamilyMeans utilizes the support of Lake Elmo Bank Trust & Estate Services to accept gifts of stock. Brokerage services are provided through Cetera Investment Services.
|
Cetera Investment Services 400 First Street South For questions regarding stock transfers, please contact: |
|
Please help us provide prompt acknowledgement of your gift! Contact us and provide the following information about your stock gift:
Name
Address
Stock Name
Approximate Amount
Purpose of Gift
FamilyMeans is a 501(c)3 non-profit organization (EIN 41-6045574). As such, gifts to FamilyMeans are tax deductible according to IRS regulations.