Stock Transfer Gifts
Donating stock or mutual funds is a tax-wise approach for helping to ensure that Wide Horizons, Inc. can continue empowering our participants to reach their aspirational goals to be contributors to society through sustainable employment.
Important facts to remember:
Important facts to remember:
- We encourage you to consult your financial planner or tax adviser who can assist you in evaluating the tax advantages available to you when making a donation of appreciated securities.
- Wide Horizons, Inc. prefers to receive undesignated gifts, allowing for the greatest flexibility in responding to evolving needs and priorities, but will also accept gifts designated to a specific purpose.
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By clicking this button you will be directed to our partner site, StockDonor.com, to complete your transaction.
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Alternative Methods to Donate Stock to Wide Horizons, Inc.
Visit the website: https://stockdonator.com/donate-stock-online-now/ and select Wide Horizons, Inc. from the dropdown menu and follow the instructions.
OR
Fill out a Non-Automated paper form and email it or fax it to StockDonator.com. (Form is available online here https://stockdonator.com/how-to-donate/#Non-Automated Donation.)
The paper form has 2 options. The donor selects one of the two options and then emails the form with the relevant information completed to communications@stockdonator.com.
Please note that if the paper form is used it is VERY IMPORTANT that a copy of the form is sent to communications@stockdonator.com so they know how to process the stock donations when they receive them.
StockDonator.com represents many organizations and will need to match the donation to the right organization. If they don’t have the attached form sent to them, they will not be able to complete the process of the donation because they will not know which organization it is intended for. StockDonator.com can only send the proceeds to the correct organization if they have the attached form completed when the shares are transferred to its account.
The paper form has 2 options. The donor selects one of the two options and then emails the form with the relevant information completed to communications@stockdonator.com.
- The first option on this form requires the donor to initiate the stock transfer with their brokerage. The benefit of option 1 is that is that it allows the donor to simply notify StockDonator.com of the transfer without giving any of their personal account information. Some people who are sensitive to privacy issues prefer that option.
- The second option on this form has Stock Donator taking care of initiating the transfer with the organization, but that option will require the donor to provide information about their account to start the process.
Please note that if the paper form is used it is VERY IMPORTANT that a copy of the form is sent to communications@stockdonator.com so they know how to process the stock donations when they receive them.
StockDonator.com represents many organizations and will need to match the donation to the right organization. If they don’t have the attached form sent to them, they will not be able to complete the process of the donation because they will not know which organization it is intended for. StockDonator.com can only send the proceeds to the correct organization if they have the attached form completed when the shares are transferred to its account.
For more information please contact:
Troy Stelmack, Co-Founder & Treasurer, at tastelmack@widehorizons4u.org
Troy Stelmack, Co-Founder & Treasurer, at tastelmack@widehorizons4u.org
++Wide Horizons, Inc. would like to thank Rev. Wayne G. Richardson, CFRE, and Gospel Center Rescue Mission for the use of this material and numerous fundraising recommendations.
