A gift of securities is an opportunity that can be applied immediately to the work of the agency or operationalized over the long-term for lasting impact and stability.
Shirley and Neil chose to support Phoenix in a new way: they gave a gift of stock. While meeting with their financial advisor, he asked them if they had considered making their donation through stock rather than a cash donation. This type of gift allowed them to avoid capital gains tax and, after discussing this option with their financial advisor, they decided this was a great way for them to support Phoenix. When asked about their nearly two decades of committed support for Phoenix, the answer is simple, “It’s an opportunity to help youth.”
Publicly traded stocks and securities can be given either through your financial advisor or online.
Our printable Transfer of Stock to Phoenix form can be found here.
To give safely and securely online, please click the button below: