Help kids profit.
Making a donation in the form of stocks, bonds, mutual funds or other appreciated securities.
As a donor, you are entitled to take a charitable deduction for the full fair-market value of appreciated securities held longer than one year, and you usually avoid paying the capital gains tax that would be due if you sold the securities.
making an investmentin the future of children in your community.
Effective Date and Value of Your Gift
Your gift of stock or publicly traded securities will be valued based on the mean market price of the securities on the gift date. We will provide you with a receipt for your tax records. Big Brothers Big Sisters determines your gift date according to the following guidelines:
• By mail, it is the later of the postmark dates of your separately mailed stock certificates and stock powers.
• By electronic transfer, it is the date that the securities enter Big Brothers Big Sisters’ account.
• By hand, it is the date that a Big Brothers Big Sisters' employee receives the stock certificates and stock powers of attorney.
• By re-registering securities in Big Brothers Big Sisters' name yourself, it is the date on the new certificates (this method takes the longest).
Please advise us of your gift by notifying our offices.
Professional staff, including our Executive Director is here to work with you to make your donations the most effective.