Helping children in Greater Cleveland has never been easier or more beneficial. Now you can donate your appreciated securities including stock, bonds, and mutual funds to support local Big Brothers Big Sisters programs.

As a donor, you are entitled to take a charitable deduction for the full fair-market value of appreciated securities held longer than one year, and you usually avoid paying the capital gains tax that would be due if you sold the securities.

Donating publicly traded stock or bonds held by a bank or broker
If your stock is held at a bank or in a brokerage account, send a letter of instruction to your broker or banker with a full description of the securities and your gift's intended purpose. Securities can be sent electronically using the following transmittal instructions:

Smith Barney CitiGroup
Big Brothers Big Sisters of America

Account #55G-04222-12
DTC #0418

Contact:
June Mariano or Chuck Collings, Smith Barney CitiGroup, 800-221-8496

Please advise us of your gift by contacting Greg Wereb, Vice President of Development:

E-mail: paula.beatrez@wementoryouth.org
Phone: 216-452-5225
Fax: 216-621-1322

To Donate Stock Certificates You Hold

• Send the unsigned certificates by certified mail to the attention of Paula Beatrez, Big Brothers Big Sisters of Greater Cleveland, 4614 Prospect Avenue, Suite 410, Cleveland, OH 44103.

• Copy and send one blank stock Power of Attorney for each company whose stock you are transferring. Only the signature line should be filled in, with the signature(s) matching the name(s) that appear on the face of the certificates. Include both names if the stock is jointly owned.

• The Power of Attorney must be notarized.

• Send the certificates and stock powers in separate envelopes. Send the signed stock power in one and the stock certificate(s) in the other with a letter (also signed by the owner(s) of the stock) stating that the stock is being donated to Big Brothers Big Sisters of Greater Cleveland.

Effective Date and Value of Your Gift

Your gift of stock or publicly traded securities will be valued based on the mean market price of the securities on the gift date. We will provide you with a receipt for your tax records. Big Brothers Big Sisters determines your gift date according to the guidelines below.

• By mail, it is the later of the postmark dates of your separately mailed stock certificates and stock powers.

• By electronic transfer, it is the date that the securities enter Big Brothers Big Sisters’ account.

• By hand, it is the date that a Big Brothers Big Sisters employee receives the stock certificates and stock powers of attorney.

• By reregistering securities in Big Brothers Big Sisters’ name yourself, it is the date on the new certificates. (This method takes the longest.)

If you have questions or need more information, contact Paula Beatrez, at paula.beatrez@wementoryouth.org or 216-452-5225