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

Benefits of Gifts of Stocks and Bonds

• Avoid paying capital gains tax on the sale of appreciated stock.
• Receive a charitable income tax deduction.
• Further our mission today.

How to Make a Gift of Stocks and Bonds

When you donate appreciated securities or mutual funds you have held for more than one year to Doc Wayne, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Securities are most often used to support our work in the form of:

• A Transfer on Death (TOD) Account: By placing a TOD designation on your brokerage or investment account, that account will be paid over to one or more persons or charities after your lifetime.
• An Outright Gift: When you donate securities to Doc Wayne, you receive the same income tax savings that you would if you wrote us a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.

Electronic Stock Transfers

If your gift will be transferred electronically, please have your broker start the process using the form below.

• By Electronic Transfer: Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Doc Wayne.
• 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.