DONATE
Stocks
Tax-wise giving: when and why to donate stock to a nonprofit.
A meaningful way to help
Your gift can support families and offer potential tax benefits
Are you interested in making a charitable gift to Callum Cares that may yield double tax benefits and additional savings? If so, a gift of appreciated stock may be the right option for you.
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A gift of stock may provide more benefits than a cash gift. When you make a gift of stock to Callum Cares, by eliminating the capital gains tax that would be due upon selling the stock, you may receive tangible tax savings and benefits while also supporting our mission.
A gift of stock may make sense if...
Is this right for you?
Your stocks have risen in value
If your stocks are highly appreciated, you may find yourself with a hefty tax bill when it comes time to sell. By using these securities as a gift, you may avoid the capital gains tax on any paper profit.
You want to retain your cash assets
A gift of stock may allow you to retain liquidity while receiving a charitable tax deduction for the full fair market value of stock you have owned for more than one year.
Your gift of appreciated stock to Callum Cares helps ensure that our recipient families never have to navigate hardship alone.
Publicly traded securities
A tax-wise way to carry families forward
Make a gift of publicly traded securities to the Callum Cares Foundation and save on capital gains tax and, if you itemize, potentially on income tax too.
You own publicly traded securities held for at least one year and a day.
Some of these securities have increased in value since you bought them.
You would like to make a gift to the Callum Cares Foundation.
How it works
Sending securities electronically
You transfer shares of one or more publicly traded securities, such as stock, bonds, and mutual funds, to the Callum Cares Foundation.
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Securities can be gifted to Callum Cares electronically. It is necessary for you to contact your broker to initiate the transfer.
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Consult your financial advisor or your tax professional to see which option is right for you.
BROKER INSTRUCTIONS
Ask your broker to donate to Charles Schwab
ACCOUNT NAME
Callum Cares
ACCOUNT NUMBER
8798-6377
DTC NUMBER
0164,Code 40