What's a Stock Gift?

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Trueface.

Benefits of Giving Appreciated Stock

  • Get an income tax deduction, typically based on asset’s fair market value
  • Avoid federal and state capital gains taxes
  • Avoid the Affordable Care Act Medicare tax
  • Give a meaningful gift to support Trueface, with no cash out-of-pocket

If you sell your stock, your lifetime investments can be lost to capital gains tax. When you give stock to Trueface before selling, you won’t pay any taxes, and you’ll receive an income tax deduction for your gift.

How to Give Stock

By electronic transfer

Please contact us at 678-563-1092 for instructions on how you can transfer stock or bonds from your brokerage or investment account to Trueface.

By certified mail

If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

Trueface
300 Old Dawson Village Road
Suite 210
Dawsonville, GA 30534

EIN: 86-0799625

Questions? Contact us at 678-563-1092

The information provided on this website is not intended as legal or tax advice. For such advice, please consult an independent financial advisor, attorney, or Tax Advisor before proceeding forward.

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