Stocks & Securities
Give Smarter: Donate Stocks and Securities
Donating appreciated stocks, bonds, or mutual funds is one of the most tax-efficient ways to support the PBS Impact Foundation. By making a gift of securities, you can maximize your impact while potentially receiving significant tax benefits.
When you give securities that have increased in value and you've held for more than one year, you may avoid capital gains taxes and receive a charitable deduction for the full fair market value of your gift.
Why Give Stocks or Securities?
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Maximize Your Gift: Your donation can go further than a cash gift because you avoid capital gains taxes.
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Receive Tax Benefits: You may qualify for an immediate charitable income tax deduction based on the full market value of the asset.
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Support Our Mission: Your gift helps fund scholarships, youth development, emergency relief, and long-term community investment.
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Make a Lasting Impact: Securities can be a meaningful way to align your investments with your values.
How to Give Securities
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Contact Your Broker: Instruct your broker to transfer your securities directly to the PBS Impact Foundation. This ensures you receive the full tax benefit.
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Provide Transfer Details: Contact us at [email address] for transfer instructions, including our brokerage information and account number.
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Notify Us of Your Gift: Let us know about your donation so we can properlyacknowledge your generosity and provide a tax receipt.
Important Notes
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The transfer must be made directly from your brokerage account to ours to qualify for the full tax benefit.
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We recommend consulting with your financial advisor to ensure the timing and structure of your gift best meet your financial and philanthropic goals.
Turn your investments into opportunity. Make a lasting difference through a gift of stock or securities today. ​
Culture for Service, Service for Humanity.
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Motto of Phi Beta Sigma Fraternity Inc.