Gifts of Stock
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Gifts of stock are a great way to receive a charitable deduction on your income taxes.
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Giving a Gift of Stock Has Many Benefits
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Your gift of stock is exempt from capital gains tax and you can claim the full amount of your gift on your tax return.
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Our Westside PTO Treasurer can work directly with your broker to facilitate your gift.
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How Do I Make a Stock Gift?
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The easiest way to make a gift of stock is to transfer the shares electronically. Tell your broker or financial advisor you would like to make a stock gift to the Westside PTO, and give them the following information:
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Contact:
Thomas Veazey
Playground Fund Manager
Account Name:
Tax EIN: 82-4832855
You may also mail your unendorsed certificate(s) and stock power, in separate envelopes, by registered mail to:
Westside PTO
Thomas Veazey
Playground Fund Manager
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Regardless of the method chosen to deliver a gift of stock, you or your transferring broker must provide Westside PTO with the following information for audit and acknowledgement purposes:
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Donor's name and complete address.
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Name and number of securities transferred.
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For More Information
For more information on donating a gift of stock, please contact
Thomas Veazey, Fund Manager, tveazey10@gmail.com