Gift of Stock or Securities
Thank you for your interest in making a gift of stock or securities in support of our mission. A direct transfer of stock or securities to Ceca Foundation’s brokerage account allows you to make a donation of appreciated stock held for at least one year, without liquidating your holdings and paying capital gains tax. Please note that it is the taxpayer’s responsibility to comply with IRS guidelines and requirements in making such donations and receiving such deductions.*
For Brokerage/Bank information, please contact Nate Hamme for all the necessary routing information.
Brokerage firms typically do not notify us about such transfers or provide sender information. Therefore, after making your transfer, please be sure to contact us and include the date of the transfer and the security name. After we’ve received your transferred securities, we will send you a confirmation letter. This letter will state the fair market value (FMV) of the stock on the date your gift was received, and assist you in deducting the amount as a qualified donation.
The letter will include:
- The date your transfer was received
- The security’s name
- The number of shares or units
We greatly appreciate your gift, which is 100% tax deductible as allowed by law. Ceca Foundation is a 501(c)(3) charity. (Tax ID# 46-3053232). If you experience any technical difficulties or have any questions, please contact Nate Hamme.
*This does not constitute tax advice and we encourage you to consult a tax-planning expert for additional guidance.