Gifts of Stock for

FACE to FACE

STOCK TRANSFERS AS A DONATION

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 Merrill Lynch

Tonascia Kruse Theilade Group
c/o Bruce Tonascia
90 South E Street, Suite 100, Santa Rosa, CA 95404
707-575-6353
Account Name: Face to Face/Sonoma County
Account # : 273-07038

THANK YOU!

STOCK DONATION FORM

Name*
Name
Address*
Street Address City State / Province / Region ZIP / Postal Code
Email*
Phone*
Does Donor wish to remain anonymous?*
- Yes
- No
Stock donation in memory of/tribute to?*
- Yes
- No
In memory of/in honor of
Date of Transfer*
Month
Day
Year
What is the approximate amount you would like to donate?*
Name of stock?*
Number of shares?*
Transferring broker name*
What firm is broker with?*
What state is the firm located?*
Brokerage firm phone number*
Notes

99322

Face to Face

873 Second Street
Santa Rosa, CA 95404
707-544-1581

Service hours
Tuesday-Friday
9 AM - 4:30 PM

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