Gifting Appreciated Stock
Benefits to the Donor
Source: Fidelity Charitable
This is a hypothetical example for illustrative purposes only. This chart assumes the donor is in the 39.6% federal income bracket with an adjusted gross income (AGI) of $500,000. State and local taxes, the federal alternative minimum-tax and limitations to itemized deductions applicable to taxpayers in higher-income brackets are not taken into account. Please consult your tax advisor regarding your specific legal and tax situation. Information herein is not legal or tax advice. *Assumes all realized gains are subject to the maximum federal long-term capital gain tax rate of 20% and the Medicare surtax of 3.8%. Does not take into account state or local taxes, if any.
How to Donate Stock to Hope International
It’s very simple. And greatly appreciated.
Call (618) 548-6555 and Bill Dwyer or staff will take care of everything.
Just tell them you want to transfer some stock to Hope International. They know what to do.
Holding Firm Name: Edward Jones
DTC Number: 0057
Account Title: Children’s Hope International
Account Number: 230-154-4611