When you transfer ownership of long-term holdings to Self Enquiry Life Fellowship, you receive a charitable deduction for their full market value—and you incur no capital gains tax (subject to IRS deduction limits). Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your gift and your tax deduction.
How to transfer stock or mutual fund securities to Self Enquiry Life Fellowship:
1. Decide which stocks or mutual funds you wish to transfer
2. Contact your brokerage account agent or bank (wherever your securities are held)
3. Give your agent or bank our account information (see below)
4. Your agent or bank will transfer the securities to our Nonprofit
Please let us know in advance if you plan to transfer stock so we can be sure to properly account for your donation. You can do so by e-mailing [email protected] or calling 909-543-6003.
