Make a Gift of Stocks or Bonds
Donating stock or other securities to Headwaters is a great way to put resources to use for social change. By gifting appreciated securities that you have held for over a year, you can take a tax deduction for the full market value of the appreciated stock, bonds or other kinds of securities without an obligation to pay capital gains taxes. This means you can give more to social change philanthropy!
Low yielding securities that have appreciated since you purchased them are a great choice to consider. Remember, to get the maximum benefit for you and Headwaters, the security should be transferred (not sold). But please consult your investment or tax advisors before making a donation.
Here is the key information you will need to make a transfer: Brokerage Firm: Southwest Securities Corp
Our Broker is: Robert Shepard Important: Gifts of stocks/bonds are commonly transferred without identifying information with regard to the donor. If you wish your gift to be acknowledged, please notify Headwaters of this or any subsequent gifts of stocks or bonds to ensure that your gift is properly identified and receipted for tax purposes. |
When you are ready to make a transfer, please use our stock donation form (or you may mail or fax a letter with the same information to our office). Please call Jodi Williams at 612-879-0602 ext. 12 if you’d like more information.
