Making a gift of publicly listed securities is a great way to support WoodGreen’s work and take advantage of tax benefits. By donating securities, including stocks, bonds or mutual funds, you eliminate the capital gains tax that would be payable if you sold the securities.
The process is simple:
1.Complete the Share Transfer Form – available here – to transfer your securities to the WoodGreen Foundation’s brokerage account.
2.Email the form to firstname.lastname@example.org to notify us of the stock transfer and allow us to express our appreciation.
Your charitable tax receipt will reflect the closing price of the shares on the date that they are received by the WoodGreen Foundation.