Planned Giving
Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the Foundation for Appalachian Ohio.
Benefits of Stock and Bond Gifts
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Further our mission today
How to Make a Gift of Stocks and Bonds
By electronic transfer - download our form and instructions here to transfer stock or bonds from your brokerage or investment account to FAO. Please be sure to send a copy of your form to FAO, as transfers come in anonymously and we want to ensure we credit your gift appropriately.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail and send to 35 Public Square, Nelsonville, OH 45764.
Additional Information
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. For the specific tax deductible amount related to your gift of stocks or bonds, FAO recommends you seek counsel from your tax advisor.
Contact Us
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions.
