STOCKING
STUFFERS
Gifts of appreciated stock, funds and securities. The most efficient dollar most donors will ever give — and the one they most often overlook.
GIVE THE
SHARES.
Selling appreciated shares and donating the cash is the expensive way to be generous. Transferring the shares directly to Think Big Foundation Inc. generally preserves the full value of the position for the mission.
This page is informational only and is not tax or investment advice. Confirm treatment with your own advisor before any transfer.
AVOID CAPITAL GAINS
Transferring appreciated shares directly may avoid the tax triggered by selling first.
DEDUCT FAIR MARKET VALUE
Long-term holdings are generally deductible at full market value, subject to IRS limits.
GIVE MORE, COST LESS
The same out-of-pocket position can produce a materially larger gift.
SIMPLE TO EXECUTE
Most brokerages complete a charitable transfer with a single instruction form.
OFFICIAL BROKERAGE AND DTC TRANSFER DETAILS ARE ISSUED DIRECTLY BY THE GIVING TEAM UPON REQUEST.
Notify us before initiating a transfer — unidentified shares arrive without a donor name attached.
TELL US IT'S
COMING.
Funding, grants and charitable contributions are administered through Think Big Foundation Inc. Think Big Foundation Inc. also provides fiscal sponsorship to select eligible organizations and initiatives. Tax receipts are issued by Think Big Foundation Inc. Nothing on this page constitutes tax or legal advice; please consult your own advisors.
