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Stock Gifts

Stock Gifts

Take Stock - Give Stock

A quick, easy and tax-efficient way to make a lasting contribution to Girl Scouts of Colorado!

  • Income Tax Savings - Take an income tax deduction of up to 30% of your adjusted gross income. The excess can be carried forward for up to five years.
  • Capital Gain Tax Savings - Avoid capital gain taxes you would have incurred if you had sold the security.
  • Receive Income - By funding a life-income gift with securities, you could receive income during your lifetime.

"This is a win-win situation. The donor wins because he/she can make a larger gift without paying capital gains taxes, and Girl Scouts wins because donors making gifts of appreciated stock can make a larger gift because of the before tax advantages. I don't understand why more people don't do this."

- Wes Segelke, a long-time Girl Scout volunteer and supporter who made his gift to Magic Sky with appreciated stock

 

Stock transfer information:
Send a Letter of Instruction (typed or hand written) to Fidelity Investments. The letter must include:
  Donor name
  Donor address
  Fidelity DTC #0226
  Fidelity Account #125-276120
  Girl Scouts of Colorado TIN: 84-0410630
  Description of stock/security

Mail to:
Fidelity Investments
Transfer of Asset Department
PO Box 7706001
Cincinnati OH 45277-0003

If overnight mail is required to ensure delivery by 12/31/13:
Fidelity Investments
100 Crosby Parkway
Mail Zone: KC1H
Covington KY 41015

For more information, contact Carol Griffin, Donor Relations Manager at 303-607-4879.

Information provided is not intended to be tax or legal advice. Please consult a qualified legal or financial advisor before making a gift.