Highly Appreciated Securities

Donating Highly Appreciated Securities

If you own highly appreciated stock and would like to join Warrior Foundation Freedom Station in assisting our nation’s ill and injured military heroes, donating stock is both a powerful charitable contribution and a smart tax planning move.

Gifts of highly appreciated securities – including stock, bonds, and mutual funds – provide financial support for the foundation and favorable tax benefits for the donor. Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your gift and your tax deduction. When you donate stock that has been held for more than one year and increased in value, you’ll generally take a tax deduction for the full fair market value.

Please consult with your financial, legal or tax advisor prior to making any gifts.

 

Donating Highly Appreciated Securities is as easy as 1-2-3

 

1. Instruct your brokerage firm to transfer the desired number of shares/name of securities to Warrior Foundation Freedom Station.

Richard S. Carlquist, CFP®, AIF® Financial Advisor Deep Dive Financial Planning Group richard@deepdivefinancialplanning.com
(619) 880-2470 DTC #0226 Account#: B3S738434

 

2. Notify Warrior Foundation Freedom Station via phone or email of your intended gift.

Sandy Lehmkuhler, CEO Warrior Foundation Freedom Station sandy@warriorfoundation.org (619) 993-1737

 

Richard S. Carlquist, CFP®, AIF® Financial Advisor Deep Dive Financial Planning Group richard@deepdivefinancialplanning.com (619) 880-2470 DTC #0226 Account#: B3S738434

3. Depending on the delivering brokerage firm and how the securities are held, the transfer can be completed in as little as two business days of providing your broker the required notification. Warrior Foundation Freedom Station will provide pertinent valuation information regarding your charitable contribution once the transfer is complete.

IMPORTANT NOTE: Delivery times can be extended at year end.