Thank you for your interest in gifting securities to support the Lord’s work at Shades. Gifts of appreciated stock can allow donors to deduct the full current value of transferred stock, avoid long-term capital gains tax, and avoid the healthcare tax on net investment income.
To transfer stocks to Shades, please provide the following details to your brokerage firm then contact Louise Hudson, Director of Accounting/Finance, at 205-822-1670 to inform Shades of the amount (dollars or shares), stock name and desired use(s) of your gift.
Provide the following information to your broker/brokerage firm:
RBC Capital Markets
Broker Contact: Monica @ 205-583-3670
Don’t forget to contact our Finance Department to let us know of your stock gift and how you would like the funds to be used (Budget, MJK, NEXT, etc).
Real Estate / Other Assets
Please contact our Finance Department for further information if you are interested in making a gift of real estate or some other tangible asset.