Donating long-term (kept over a year) appreciated bonds can give larger service to you and Women and Families Empowered.
Easy process for a contribution of bonds to Women and Families. Given the opportunity we at women and families, welcome the idea of donated bonds. The process of bond transferring is basic.
Call or write to your broker and ask your broker to initiate a “Broker to Broker” transfer. You would instruct your broker to donate the stock directly to Women and Families Empowered.
Women and Families Empowered would provide you with the name of their brokerage firm, the brokerage firm’s DTC number, the account name, the telephone number and name of their broker contact at the firm.
Your broker can then transfer the bonds directly to Women and Families account prior to being sold in order to avoid Capital Gains Taxation.
Start your stock donation to Women and Families Empowered by filling out the form below. You will receive a follow-up email with further instructions. Please contact us if you have any questions