Gifts of Stock

A gift of appreciated stock generally offers a two-fold tax savings. First, you avoid paying any capital gains tax on the increase in value of the stock. In addition, you receive an income tax deduction for the full fair market value of the stock on the date of the gift. Subtracting the tax savings from what you originally paid for the stock can result in a gift that costs just pennies on the dollar. This is an excellent vehicle for stock that has appreciated substantially in value.

Instructions to donate stock from your current account:
In-Kind Stock Donation

Donating Stock to KCPW is simple and easy. We have an account at
Wells Fargo Advisors, LLC that shares may be transferred or deposited for the benefit of KCPW.

Please contact the following for step by step instructions:

Wells Fargo Advisors, LLC
201 South Main, Suite 160
Salt Lake City, UT 84111
801-534-0088
800-662-3733

Contacts:
Nathan Smart, Managing Director / Investment Officer
Melanie McAlister, Client Associate
Stephanie Stoffers, Senior Registered Client Associate

If you have further questions or concern please contact Susan Lollini at
801-359-5279 ext. 224 or email at slollini@kcpw.org

As always, your generosity is greatly appreciated.