Donate Stock to Help People Facing a Critical Illness
Why Give Stocks, Bonds or Mutual Funds
Donating stocks, bonds and mutual fund shares are wonderful ways to support Ceres. Making these types of gifts are simple and offers a number of valuable financial benefits.
The total value of the stock upon transfer is tax-deductible.
There is no obligation to pay any capital gains taxes on the appreciation.
How to Give
1. Contact Your Broker to Donate.
Please inform your broker that stock to be donated should be directed to the following account:
Account Name: Ceres Community Project
Account #: 864-17687-1-1
Ceres Community Project Tax ID #: 26-2250997
Financial Institution: Edward Jones, DTC #0057
Edward Jones Contact: Meredeth A. Bertacco
Phone: 707-823-4708
Email: meredeth.bertacco@edwardjones.com
2. Complete the Below Form.
To correctly identify your stock donation when shares are transferred electronically, it is essential that you complete this form! Please note that stock shares will be sold immediately upon receipt. We will send you an acknowledgement letter for tax purposes and to thank you for your generous gift.
Things to Remember
Don't forget to let us know that the stock is coming! By knowing the type and number of shares of your transfer, we will easily be able to credit you properly and issue the receipt you will need for tax purposes.
Electronic transfer is the fastest, most convenient process for making your gift.
You can completely avoid capital gains tax by making a charitable gift of stock. The stock contributed needs to have been held by you for more than 12 months to garner the greatest tax savings.
The material presented on this website is not offered as legal or tax advice. Please seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations to ensure that a contemplated gift is appropriate for your situation.
Questions?
Please email development@ceresproject.org and we will be happy to assist you!