When you donate stock and appreciated assets, you support our mission in a powerful way while maximizing your tax benefits. Donating stock directly allows you to avoid capital gains taxes that would apply if you sold the stock, and you may receive a charitable tax deduction for the full market value of the shares. This makes stock donations a tax-efficient way to support our nonprofit and the people we serve.
When you donate stock that has increased in value, you avoid paying taxes on the appreciated amount.
If the stock has been held for more than a year, you may be eligible for a charitable tax deduction for the fair market value of the shares.
Your gift of stock enables us to continue minister to those living in extreme poverty in Nakuru, Kenya.
Before initiating your stock transfer, please complete the form below. This helps us track your gift and ensures that we can provide the necessary documentation for tax purposes.
After completing the form, contact your broker and request a stock donation transfer form. You will need the following information to transfer your stock to Living Stone Global:
Account Name: Living Stone Global Foundation
Account Number: 2085-3732
DTC Code: 0164
Living Stone Global EIN: 26-0615179
Receiving Brokerage Firm: Charles Schwab and Co.
You can use the provided transfer form and instructions from your broker to complete the transaction. If you're donating private stock, please allow for additional processing time to ensure it is properly appraised.
If you need assistance at any stage, please don’t hesitate to contact Scott Hatfield at scott@livingstoneglobal.org and (209) 419-6649. We’re here to help guide you through the stock donation process.
Thank you for considering a gift of stock to support our mission!