Gift Of Securities
Your broker can assist you in making a gift of securities (stocks, bonds, mutual funds & exchange-traded funds) via a direct transfer to The Foundation For Cancer Survivors. Giving a gift of publicly-traded securities that has increased in value and that you have owned for more than one year may provide greater tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the securities, plus you avoid paying the capital gains tax on any increase in the current value over the original cost of the securities. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling securities. We encourage you to consult with your tax advisor before making a gift to any charity.
If you would like to make a gift of securities, prior to beginning the transaction please notify our Donor Services Department to ensure your gift is processed accurately and that we properly acknowledge you gift:
The Foundation For Cancer Survivors
P.O. Drawer 1064
Houston, Texas 77251
Telephone: 855-BE-FORWARD (855-233-6797), Ext. 04 : Fax: 832-550-2120
E-mail: [email protected]
When processing your gift, please note the name and information of our receiving firm:
Brokerage Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Account Name: The Foundation For Cancer Survivors
Financial Advisor: Max Cameau, CAP®, Chartered Advisor in Philanthropy®
Telephone: 713-993-1551 or Toll Free: 800-274-9442
DTC Number: 5198
Thank you in advance for considering CancerForward in your charitable giving plans.