Giving Publicly Traded Stock
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Your gift of publicly traded stock can help you and KVIE yield high returns for education, the arts and culture in our community.
Your gift of stock can also provide attractive tax savings. The first being that you can claim an immediate tax deduction. If the stock is worth more now than what you paid for it more than a year ago, you will be able to claim the full benefit of the stock's current fair market value. You can also avoid capital gains tax when you donate as opposed to selling this appreciated stock.
You may find that these tax savings can help you make a larger gift than you originally thought possible. Giving stock can help you and KVIE convert your stock market gains into real community change
To learn more about making a gift of appreciated stock, please contact Kevin Smith-Fagan, our Vice President of Leadership Giving & Associate GM at (916) 641-3595, or firstname.lastname@example.org. We would be honored to work with you and your advisors as you consider your plans.
Please consult with your professional advisor on the full impact of your charitable giving on your financial and/or legal circumstances.
Here is the KVIE information you will need when you call your broker:
Federal Tax ID number is 94-1421463
DTC Clearing #0015
New Account Number: 178-108581-451