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.