Thank you for considering a gift of stock to Share Our Strength for the No Kid Hungry campaign. Following this process will help you avoid capital gains tax while helping to make No Kid Hungry a reality:
Step 1: Consult with your tax advisor to determine what stock is the best for you to donate and for advice on any potential charitable deduction.
Step 2: Contact email@example.com or 800-969-4767 to make known your intent to make a stock gift to Share Our Strength. This will help us quickly process the donation and to provide you with proper credit.
Step 3: Make a request to your broker to transfer the stock to Share Our Strength and notify firstname.lastname@example.org of the pending transaction if you have not already done so. Do not sell the stock yourself or you may be subject to capital gains or other taxes.
Please provide your broker with the following information:
|DTC Number:||0141 (Wells Fargo Clearing Services, LLC)|
|FBO/Account Name:||Share Our Strength|
|Reference:||Donor Name (including your name will ensure your gift is properly acknowledged)|
Contact DiMeo Schneider & Associates, L.L.C. for support:
- Rob Englert: (312) 800-8229
- Andrew Krcatovitch: (312) 261-5131
- Main Telephone Number (312) 853-1000
*For gifts of mutual funds or for stock not held in a brokerage account, please contact those listed above.
Step 4: Share Our Strength will provide you with a written gift acknowledgment that will serve as your receipt for tax purposes.
Step 5: Enjoy tax savings and the satisfaction of knowing you are helping to end childhood hunger in America.
This content is intended to be used for informational purposes only. It should not be relied upon as legal, tax, accounting or other professional advice. To determine how a gift or estate planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.