Gift of Stock
Your broker can assist you in making a gift of stock via a direct transfer to Susan G. Komen®. Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.
If you would like to donate stock, please provide the following information to your broker:
|Brokerage House:||UBS Financial Services|
|Account Name:||Susan G. Komen|
|Account Number:||TX 28345 LR|
|Financial Advisor:||Loren S. Koziol|
Please inform our team of stock transfers so that we can properly acknowledge your gift and forward information regarding your tax deduction.
If you have any questions, you can also reach us at the number listed above.