Make a Gift of Stocks or Appreciated Securities

Donating a charitable gift of stock or appreciated securities is a great way to make a difference in Redlands while receiving a tax deduction at the same time.

Some of the most favorable tax benefits are generated by contributions of appreciated, long-term, capital-gain securities. In addition to receiving a charitable deduction for the full, fair market value of such a gift, the donor escapes any potential tax on the capital-gains of the gift and any sales commission that would be payable upon the sale of the assets.

To help you facilitate a gift of stock to the Redlands Community Foundation, please use these instructions.

 

Step 1 | Initiate the Transfer

Contact your broker to initiate the transfer.

Step 2 | Notification of Donor Intent

In order for the Redlands Community Foundation to properly acknowledge your gift of stock, it is important that we are notified in advance by you or your transferring broker of the following:

Donor name and complete address
Name and number of securities transferred
Date of transfer
Restriction on gift (if any)

Step 3 | Securities Delivered Electronically

Redlands Community Foundation

UBS Financial Services
Contact name – Kirk Shelby or Tammy Ziegler
Account number – KY02195
DTC # – 0221

 


If you have any questions about this process, please contact Denise Kuhn at 909.792.7225 or Denise@redlandscf.org

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