Stocks &Securities

A gift of appreciated stock can help make a direct and lasting impact on the lives of young people, while helping you save on taxes. Using this tool, it only takes a couple of minutes to access account information to share with a broker or fill out the forms online to complete the gift electronically.

You invest. A child profits. It’s that simple. By making a donation in the form of stocks, bonds, mutual funds or other appreciated securities, you are making an investment in the future of children in your community.

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.

Learn more and get started!

Donating Stock or Bonds Held By a Bank or Broker
If you work with a financial manager and would like to manage your gift directly, securities can be sent electronically following the transmittal instructions here:

Morgan Stanley
Big Brothers Big Sisters of America

Account #574711913
DTC #0015

For more information, please contact Morgan Stanley at (888) 454-0555. Please advise us of your gift by contacting our Resource Development Team at 813.440.3572 or by fax at (813) 749-9446.

Donating Stock Certificates You Hold

• Send the unsigned certificates by certified mail to the attention of
  Big Brothers Big Sisters of America
  Attention: Individual Giving
  2502 N. Rocky Point Drive, Suite 100
  Tampa, FL 33607
• 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 America.

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 following guidelines:

• 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 our Fund Development Team at (813) 440-3572.

Ready to start your stock gift today? Learn more and get started!