Gifts of Stock - Big Walnut Education Foundation

Big Walnut Education Foundation donors can make their gifts by donating securities to the Foundation. Sometimes donors can make a larger contribution by giving stock than by giving cash.

What are some other advantages of giving securities? Your gift is the full market value of the securities, and you may deduct this amount from your taxable income for federal income tax purposes. Also, you will not have to pay capital-gains tax on the increased value of the securities like you would if you sold them and donated cash.

Making a Gift of Securities to the Big Walnut Education Foundation

The value of a gift of securities is established using the mean of the high and low stock quotations on the day the securities pass to the Foundation’s control.

To make a gift of closely held stock, life insurance, or other property, please contact Bob Hetterscheidt, AAMS at 740-965-6401. Besides serving as an Edward Jones Financial Advisor, Bob is a BWEF board member and will handle the arrangements on behalf of the Foundation.

If you have questions about donating securities, please contact your financial advisor.

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Terms

Acceptance of any contribution, gift or grant is at the discretion of the Big Walnut Education Foundation. The Big Walnut Education Foundation will not accept any gift unless it can be used or expended consistently with the purpose and mission of the Big Walnut Education Foundation.

No irrevocable gift, whether outright or life-income in character, will be accepted if under any reasonable set of circumstances the gift would jeopardize the donor’s financial security.

The Big Walnut Education Foundation will refrain from providing advice about the tax or other treatment of gifts and will encourage donors to seek guidance from their own professional advisers to assist them in the process of making their donation.

The Big Walnut Education Foundation will accept donations of cash or publicly traded securities. Gifts of in-kind services will be accepted at the discretion of the Big Walnut Education Foundation.

Certain other gifts, real property, personal property, in-kind gifts, non-liquid securities, and contributions whose sources are not transparent or whose use is restricted in some manner, must be reviewed prior to acceptance due to the special obligations raised or liabilities they may pose for Big Walnut Education Foundation.

The Big Walnut Education Foundation will provide acknowledgments to donors meeting tax requirements for property received by the charity as a gift. However, except for gifts of cash and publicly traded securities, no value shall be ascribed to any receipt or other form of substantiation of a gift received by Big Walnut Education Foundation.

The Big Walnut Education Foundation will respect the intent of the donor relating to gifts for restricted purposes and those relating to the desire to remain anonymous. With respect to anonymous gifts, the Big Walnut Education Foundation will restrict information about the donor to only those staff members with a need to know.

The Big Walnut Education Foundation will not compensate, whether through commissions, finders' fees, or other means, any third party for directing a gift or a donor to the Big Walnut Education Foundation.

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Donation Total: $500.00