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Give Stocks or Bonds
Contribute To Variety With Stocks And Bonds
Thank You For Your Interest In Making A Charitable Gift To Variety-The Children’s Charity Of Georgia (Variety Of Georgia) In The Form Of A Stock Transfer. Please Complete And Return The Variety Stock Gift Form To Receive Your Tax Acknowledgement.
For Stock Held In Brokerage Accounts, Your Broker Can Assist You In Making A Gift In Stock Via A Direct Transfer To Variety Of Georgia. Giving Gift Of Publicly Traded Stock That Has Increase In Vale That You Have Owned For More Than One Year May Provide A Better 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 On Brokerage Fees Because You Are Transferring Ownership Rather Than Selling The Stock.
To Make A Donation Of Stock To Variety Of Georgia (Tax ID# 58-6036366), Please Note The Following:
• Brokerage House: Morgan Stanley
• Account Name: Variety-The Children’s Charity Of Georgia
• Account Number:769-124029
• Financial Advisor(S):Weeks/Hamm/Calvert/Houston
• Telephone Number:770-933-3027
• DTC Number: 0015
** Please Note: For Mutual Funds, Or Gift Of Stocks Not Held In Brokerage Account, Please Contact Variety Of Georgia’s Broker, Morgan Stanley Listed Above.**
Thank You For Your Interest In Making A Charitable Gift To Variety-The Children’s Charity Of Georgia (Variety Of Georgia) In The Form Of A Stock Transfer. Please Complete And Return The Variety Stock Gift Form To Receive Your Tax Acknowledgement.
For Stock Held In Brokerage Accounts, Your Broker Can Assist You In Making A Gift In Stock Via A Direct Transfer To Variety Of Georgia. Giving Gift Of Publicly Traded Stock That Has Increase In Vale That You Have Owned For More Than One Year May Provide A Better 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 On Brokerage Fees Because You Are Transferring Ownership Rather Than Selling The Stock.
To Make A Donation Of Stock To Variety Of Georgia (Tax ID# 58-6036366), Please Note The Following:
• Brokerage House: Morgan Stanley
• Account Name: Variety-The Children’s Charity Of Georgia
• Account Number:769-124029
• Financial Advisor(S):Weeks/Hamm/Calvert/Houston
• Telephone Number:770-933-3027
• DTC Number: 0015
** Please Note: For Mutual Funds, Or Gift Of Stocks Not Held In Brokerage Account, Please Contact Variety Of Georgia’s Broker, Morgan Stanley Listed Above.**
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Planned Giving
With your support, you’re investing in a healthy future for children. Find a gift that matches your family’s needs and charitable goals today. There are many ways on contributing. Please explore options that work best for your family for planned giving in the form of bequest or making a legacy memorial gift. Please work with your estate planner to make the best decision. Below you fill find a template of a few options. Please contact us with any questions.
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