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.
Securities Delivery Instructions
Firm: National Financial Services, LLC
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 email@example.com.