Stock Gifts
Your gift of appreciated securities to Cancer Support Community of Greater St. Louis is an easy and prudent way to gain substantial tax benefits. Most gifts of appreciated securities that you have held long tern (more than one year) are fully deductible at current fair market value, and you do not incur a tax on unrealized capital gain.
The Most Cost-Effective Gift
A direct donation of stock to Cancer Support Community of Greater St. Louis is the most cost-effective method when compared with a gift of cash or the sale of securities followed by a gift of the proceeds.
A Wise Time to Donate Securities
Consider a gift of appreciated securities whenever you prefer not to incur capital gains tax, such as in these circumstances:
- When a takeover is contemplated
- When you wish to upgrade your portfolio
- When you wish to donate cash or holdings in your closely held corporation
- When you wish to increase your cost basis in a stock you intend to hold
- When you want a higher yield
Your Broker May Transfer Stock to Our Account at:
Premier Wealth Advisors
Raymond James & Associates, Inc.
9900 Clayton Road
St. Louis, MO 63124
Marty Oberman (assistant Vicky)
314-214-2116
DTC account#: 0725
Account Name: Cancer Support Community of Greater St. Louis
Account#: 406T7436
For inquiries or to notify Cancer Support Community of a transfer, please contact us at 314-238-2000 or info@cancersupportstl.org.
