Giving Stock Makes Good Financial Sense
Donating stock to Ascension is a meaningful, effective way of support. It makes good financial sense, too. Giving stock held more than 12 months offers a two-fold tax savings. If the stock has appreciated in value you will see significant income-tax savings, since there is no capital gains tax when appreciated securities are given to a nonprofit.
Ascension welcomes all stock and mutual fund transfers, with no minimum requirements. Stock brokers require instructions in writing. This form will help you make the transfer.
You will need to provide one copy of the form to your stock broker, and mail, fax or email one copy to us at Ascension (address and fax provided on the form.)
It is important to notify Ascension when you have completed your request to your broker to ensure that your gift is properly credited. If you have any questions on gifts of stock, please call Laura Wagner, Chief Advancement Officer, at 612 424-6206.