Making Gifts of Stock

Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds or exchange traded funds because it can have a larger impact on our mission while maximizing potential tax benefits by avoiding paying tax on capital gains. If you would like to transfer your appreciated assets, you can access our transfer information and work directly with your broker to transfer your stocks to Agrace.

Stock Donor Information

Donor contact information is often not included in transfers of stock, making it difficult to provide tax documentation and say thank you! Will you make the work of Agrace easier by letting us who you are?

Name*
First Last
Email*
Phone
Name of your financial brokerage
What is the full name of the stock, bond, mutual fund or other security that you would like to donate?
What is the asset ticker symbol?
How many shares are you donating?
When was this asset acquired? (optional)
MM slash DD slash YYYY
Where should we mail your tax acknowledgement letter?
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Personalize your gift (optional)

(800) 553-4289

Making Gifts of Stock

Stock Donor Information

(800) 553-4289

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Janesville

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