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GIVE WITH STOCK

GIVE WITH STOCK

Securities held for at least a year, which have increased in value since the time they were purchased, offer extra tax savings when used as a donation.

When you give a security directly to Crossworld, your charitable deduction is for the full fair market value of the security at the time of the transfer. You also avoid paying capital gains tax.

1. Instruct your broker to transfer your shares from your account to Crossworld. Here’s a sample stock transfer instruction letter.

2. Give this information to your broker:
Brokerage Firm: First Clearing LLC
Account Number: 6264-1229
DTC Number: 0141
Name on Account: Crossworld Gift Account
EIN: 23-1352564

3. When the transfer has been completed, please let us know:
  • the number of shares
  • the name of the security
  • the purpose of the gift
  • your name and address
When shares are transferred, there is no way to identify who donated them or for what purpose. If you tell us about the transfer quickly, we can promptly acknowledge your gift and put it to work as soon as possible.

4. Send all of this required information to us by email at donors@crossworld.org or give us a call at 816.479.7300.

Other Ways to Give

Wills guide

Wills guide
Wills guide Wills guide