Gifts of Stocks, Bonds or Mutual Funds
Your broker can assist you in making a gift of stock via a direct transfer to Susan G. Komen®. 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 is equal to the fair market value of the stock and you 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 Invest in the Cure® by donating stock, please note the following:
Brokerage House: UBS Financial Services
Account Name: Susan G. Komen ®
Account Number: LM 28345
Financial Advisor: Ryan Long
Telephone number: 800-323-8424
DTC Number: 0221
Please inform us of stock transfers so that we can properly acknowledge your gift and forward information regarding your tax deduction. Questions? Please contact Laura Farmer Sherman, Executive Director at (858) 573-2760 x 102 or firstname.lastname@example.org.