Gifting appreciated securities is a tax
efficient way to fund charitable giving. These gifts are valued as a
charitable contribution for tax purposes on the date of transfer, and the fair
market value of gifts of long-term, capital gain securities are deductible up
to 30% of a donor's adjusted gross income. If your gift exceeds 30% of
your adjusted gross income, the excess may be carried forward for up to five
years. Dynamo has established and account to receive these appreciated
securities and is able to bypass the capital gains tax due on a sale as it is a
charitable organization. You can work with your existing broker /
custodian to transfer shares to the Dynamo account using the instructions
below.
If you would like to make a gift of stocks or
securities or have additional questions, please contact Ric Huffman (rhuffman@dynamofc.org) and
/ or Matt Jarvis (matt.jarvis@valeofinancial.com).
Securities Delivery Instructions
Firm: National Financial Services, LLC
DTC #0226
Account Number 636-137931
For the benefit of: Dynamo FC Soccer Teams of Indianapolis Inc
Please contact Matt Jarvis at Valeo Financial
Advisors with notification of your gift at 317-414-6043 or matt.jarvis@valeofinancial.com.