Gifts of securities can result in considerable tax savings, especially when you have low basis stocks. If you are planning to give a cash gift to the Foundation, gifting securities as an alternative allows you to pass on the appreciated stock to the Foundation. You can then use the cash to re-purchase the stock at a higher cost basis. You have kept the stock in your portfolio and helped the Foundation.
If you have stock certificates in your possession, you may transfer them to the Foundation by calling us at (520) 544-9890. Below is a Certificate of Transfer that can be mailed or faxed to us after the transfer has been sent. We will use the information to ensure that your securities have been received by the Foundation.