A tax benefit for donors
Did you know that you can transfer stock to Face to Face as a donation and benefit from it yourself? There are very favorable tax rules for donors who want to donate long-term stock (stock that you have owned for more than one year) that has appreciated in value. Basically, you as our donor never have to pay capital gains on the appreciated stock. Likewise, Face to Face will never owe that capital gains tax either.
A Win-Win for you and for Face to Face!
To help facilitate a gift of stock, please use the following three simple steps:
STEP 1 – Initiate the Stock Transfer with your broker
STEP 2 – Notify Face to Face by filling out the form below
STEP 3: Send the Stocks to our broker
If sending electronically, ask your broker to donate through Willow Creek Wealth Management
Receiving Custodian: Charles Schwab
Receiving DTC# 0164, Code 40
Account #: 4909-3399
Receiving Account Registration: Face to Face/The Sonoma County AIDS Network