Give using your stocks

If you’re looking for a tax-smart way to share your blessings with children, consider a gift of stock. When you give appreciated stock that you’ve owned for more than one year, you can avoid capital gains tax and receive a charitable income tax deduction when you itemize.

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Your gift of stocks, bonds, mutual funds, ETF's or other securities will give you a double tax break!

You'll avoid capital gain taxes and get a current-year income tax deduction for the full value of your gift.

It's particularly attractive if they have increased in value since the beginning of this calendar year - you will receive a charitable deduction for the value of the donated shares, and you will not have to pay any capital gains tax on the increased value of the donated shares.

Donating stock is an easy 2 step process:

Step 1: Initiate transfer

Ask your broker to transfer shares to International Servants using the following information:

Transfer to: Wells Fargo Advisors

Account Name: International Servants Inc.

Tax ID: 63-1155427

Account #: 5826-0336

DTC #: 0141

Step 2: Notification of your gift

In order for International Servants to properly acknowledge your gift of stock, it is important that you email us at Give@iServants.com with the following information:

    1. Your first and last name

    2. Name and number of securities transferred

    3. Date of transfer

Contact us at Give@iServants.com if you have any questions, or call/text us at 817-382-8484.