Stock Donations Accepted for Rotary point
Are you ready to fulfill your pledge to Rotary Point?
Club 29 has a new option available for accepting gifts and as a donor, you may find it more tax efficient that writing a check. If you own individual stocks that have appreciated in value since you bought them, you can donate a portion of that stock in-kind to fulfill your pledge. By doing this, you may get the full deduction for the appreciated value of the stock. The process is simple and quick. This is a sample letter of instructions for you to give to your broker to start the process.