DONATING STOCKS TO GATHER:MAKE:SHELTER

Giving appreciated stock is one of the most tax-efficient ways for donors to support Gather:Make:Shelter. Gather:Make:Shelter welcomes donations of stocks and other appreciated funds. Accepting stock donations allows us to deepen our impact and provides you a smart and powerful way to give.

WHY DONATE STOCK?

When you donate stock directly to Gather:Make:Shelter, you can:

  • Avoid capital gains taxes (which can be up to 40%)

  • Reduce your taxable income

  • Receive a charitable deduction for the full market value of the stock

It’s a win-win: you maximize your gift’s impact and receive greater tax benefits than if you sold the stock and donated the proceeds.

HOW TO DONATE STOCKS

  1. Provide this document to your stock or accountant professional.

  2. Have your tax or accountant initiate the transfer of shares to Gather:Make:Shelter’s brokerage account.

  3. Notify Gather:Make:Shelter of your donation by emailing info@gathermakeshelter.org.

    Gather:Make:Shelter’s Account Information
    Cetera Securities Donation – Stock or Mutual Funds
    Institution: Cetera Investment Services LLC
    Phone: 800-245-0467
    Account Name: Gather Make Shelter
    Account#: 6TX18104
    DTC#: 0701

Gather:Make:Shelter is a charitable nonprofit corporation exempt under the Internal Revenue Code 501(c)(3); EIN 38-4066320