Donate Stock

A gift of stock or mutual funds before December 31st is a great way to maximize tax savings and meet your charitable giving goals this year. It also offers you a number of financial benefits:

• You can easily donate appreciated stocks, bonds, or mutual funds
• The total value of the stock upon transfer is tax-deductible
• There is no obligation to pay any capital gains taxes on the appreciation

Contact the institution where your stocks are held to schedule the donation.

Please note; stock donations are often transferred without Hand in Hand being notified. We want to be sure we can acknowledge your gift and send you a tax receipt, so please be in touch. Please email us at lina@handinhandk12.org to let us know your gift details, which include the name of the stock, the number of shares, and the date of transfer.

Broker Name: Osaic

Account Name:  Hand in Hand
Account # 4DR-222199
DTC 0443

Address: Osaic House, 1 Pershing Plaza, Jersey City NJ 07399