Give Stocks, Bonds or Mutual Funds
A gift of appreciated securities like stocks, bonds and mutual funds can be a great way to support the Golden Civic Foundation’s mission For the Good of Golden.
When you transfer ownership of securities to the Golden Civic Foundation, you will receive a charitable deduction for the full market value and incur no capital gains tax subject to IRS deductible limitations. The process is simple. You need to provide your financial adviser or brokerage firm with the following information:
Electronic delivery through Depository Trust Company (DTC)
Account Name: The Golden Civic Foundation
Our account: 912410580
Tax ID#: 23-7064045 (Golden Civic Foundation, Inc.)
Physical stock certificates
Mail securities and required documents to:
The Golden Civic Foundation
P.O. Box 1538
Golden, CO 80402
Attn: Executive Director, Heather Schneider
If the security is still in your name, a letter of authorization is needed giving up ownership of the security.
We encourage you to alert us in advance with the details of your appreciated gift so we can properly acknowledge your donation. Electronic security transfers do not necessarily provide us with your information.
Please provide the following to Heather Schneider at Heather@GoldenCivicFoundation.org or call us at (303) 279-9169.
- Your name, address and contact information
- Name of the security
- Number of shares and estimated value
- Approximate transfer date and transferring brokerage firm