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Give the Gift of an Appreciated Stock

DOUBLE TAX BENEFIT


Here’s how it works – you give 100 shares of stock with a current fair market value of $5,000. You bought the stock for only $1,000 more than a year ago. Today, you may be able to deduct the full $5,000 on this year’s income tax return (the first tax benefit). The $4,000 capital gain is not taxed, even though it has “inflated” your charitable deduction. Avoiding the capital gain tax makes it possible to give stock at a lower actual cost to you rather than making a cash gift (the second tax benefit). You save & the Club receives an abundant impact!

 

You must have owned the shares for at least one year, and deductions and exemption are subject to legal limits. Please consult your financial advisor. 

Make a Stock Donation


Please provide your administrator company our Brokerage Account Information to schedule your donation transfer.

Account Name: Boys & Girls Clubs of Central Wyoming

Account Number: 51778165

DTC Number: 793

Receiving Brokerage: Stifel 

Account Name: Boys & Girls Clubs of Central Wyoming Endowment Foundation Inc.

Account Number: 31967089

DTC Number: 0793

Receiving Brokerage: Stifel 

Please advise Patty Bratton, Director of Major Gifts and Planned Giving, of your stock gift so that we are able to identify the donor. 307.235.4079 or by email.

Contact us

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Main Club
1701 E "K" St.
Casper, WY 82601
Club number: 307.234.2456
Program Support: 307.235.4079
EIN: 23-7060727

Partners

Community Learners Centers
Natrona County Prevention Coalition
United Way of Natrona County