Your stock broker can assist you in making a gift of stock via a direct transfer to Susan G. Komen Charlotte®. Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than giving cash. Your charitable income tax deduction may be equal to the fair market value of the stock and you could avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.
If you would like to make a gift of stock to Susan G. Komen Charlotte, please note the following:
Brokerage House: Wells Fargo Advisors
Account Name: Charlotte Affiliate of the Susan G. Komen Breast Cancer Foundation
Financial Advisor: John Granzow
Telephone Number: 704-442-6306
Please specify that the donation is for Susan G. Komen Charlotte. Please notify us when a stock gift is made, so that we can properly acknowledge your gift and forward information for your tax deduction. Contact Jessica Quinn, Finance Director at firstname.lastname@example.org If you need further assistance, please contact Phyllis Walkowiak at 704-442-6308.
Thank you for considering a gift to Komen Charlotte.