Lullaby of the Rivers Stock Donation

MAKING A DONATION OF STOCK
In the same way donors can give cash to a nonprofit, they can also give stock and other securities.

Donating stock is good for the donor in two ways.

First, donors avoid paying capital gains tax on stock that has increased in value. Sale of stocks can be taxed at 37%, which means more than a third of the money goes to the government.

Second, donors can claim fair market value of the donated stock as tax deductions.

Donating stock is a great way to support Lullaby of the Rivers. The stock is transferred at its full value, nobody pays taxes. Lullaby of the Rivers can then choose to hold the stock or sell it immediately, using the funds for our mission.

Full Name*

First NameLast Name

Address*

Street Address Line 1

Street Address Line 2

CityState/Province

Postal/Zip CodeCountry

Phone Number*

E-mail*

Type of shares to be donated:*

PublicPrivateMutual funds

What is the Ticker Symbol for the stock being donated?
Ticker Symbol:

Number of shares you plan to donate:

Number of stocks

Intended date of donation: Date*

Has the stock been held more than a year? (Note that donors can only receive a tax deduction for the stock’s fair market value if they’ve held it for longer than a year. If not, donors can instead deduct the stock’s cost basis.)*

YesNo

Has the value of the stock appreciated? Publicly traded stocks are clearly valued by the exchange they’re traded on. An appraiser will need to value privately owned stocks before the donation.*

YesNo

Would the donor like to remain anonymous?*

Notes:

Lullaby of the Rivers is a 501C3 tax-exempt corporation and a Florida nonprofit charitable organization. The mission of Lullaby of the Rivers is to awaken and nurture connections to nature using music and stories that inspire environmental awareness.

www.lullabyoftherivers.com

lullabyoftherivers@gmail.com

(540) 220-1384