Donate appreciated stock, ETFs, or mutual funds and claim a charitable deduction for the full market value.
See combined tax savings of up to 70% of your gift, when you donate appreciated securities. Donating appreciated assets avoids federal capital gains taxes and provides a federal income tax deduction for the current market value of the gift. Similar state tax benefits are also provided in most of the country.
Brokerage Firm: Ameriprise Financial Services LLC
Advisor: Blake Kroyer
Account Name: Wings for Widows
Tax ID: 82-3910357
Account Number: 5424-0883
DTC Number: 0756
Wings for Widow Contact: James David Wetzel (firstname.lastname@example.org)
Make an impact right now! Donate stock here.
Questions? Please ask your financial advisor or contact our Giving Manager.