A gift of stock to Children's Harbor will support our programs and benefit the giver through tax deductions.
A gift of appreciated stock to Children’s Harbor can benefit you in two ways:
1. You receive a charitable income tax deduction for the full fair market value of the securities.
2. At the same time, you may avoid capital gains taxes on appreciated stock. This helps stretch your gift even further.
You or your broker should inform and notify Children’s Harbor that a stock transfer is imminent to ensure that the transaction is completed and credited properly. We need YOUR NAME, the names of the stocks or securities and the number of shares that you are giving so that we can properly acknowledge your gift. Additional time will be necessary when transferring mutual funds shares or non-publicly traded securities.
An example intent statement that you can email to our business office firstname.lastname@example.org:
“Per instructions to my broker (insert broker name) with (insert firm name) on (insert date), (insert number) of shares of (name of stock) were transferred to the Children’s Harbor custody account number 437-114095-025 at Morgan Stanley Smith Barney. The approximate value of this gift is $____."
Thank you for your interest in the different ways to give to Children’s Harbor. We’ve included answers to many of the questions we anticipate you’ll have regarding donations to Children’s Harbor, but also feel free to email us or call (334)857-2012 for additional information.
The assistance Children’s Harbor receives from generous donors and active volunteers is central to carrying out our mission. Learn more about getting involved.