Planned Giving Gifts of Stock
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Planned Giving
 
Gifts of Stock | Charitable Bequest | Charitable Remainder Trust | Charitable Lead Trust | Gifts of Real Estate
 
Your annual unrestricted gift is critical to support the highest priorities of Red Feather Development Group -- and program support. Our fiscal year ends December 31. You can make a gift by check or credit card or by donating appreciated securities. A gift by December 31 may give you an income tax deduction for the current year and will save us solicitation cost and volunteer time.
 
Many people own stock that has appreciated in value over the years and are concerned about paying a large capital gains tax should they decide to sell the stock. A good alternative to selling the stock is to contribute the stock to Red Feather. It is a wonderful way to help our organization. You may make a charitable gift of stock at a remarkably low after-tax cost. This tax saving is achieved in two ways. First, you pay no capital gains tax upon the transfer of stock to Red Feather. Second, you may receive an income tax charitable deduction for the full fair market value of the stock on the date of the gift (assuming you have held the stock for longer than 12 months).
Example: Mr. Phillips purchased some stock many years ago for $1,000. It is now worth $10,000. An outright gift of the stock to Red Feather could result in a charitable contribution deduction of $10,000. In addition, there is no tax on the $9,000 of appreciation.
To send stock by wire transfer (DTC), notify Red Feather of your intention by calling our office at 406-585-7188. Then notify your broker and share the following information:
 
The securities should be transferred to Red Feather's account at Morgan Stanley; the account name: Red Feather Development Group.
 
Red Feather's DTC number is: 015
Red Feather's account number is: 129 175980 094
Red Feather's Federal I.D. number is: 91-1632134
 
To send stock certificates by mail, please call Red Feather for further instructions. Send the unendorsed certificates to Red Feather by registered mail with a dated cover letter. Please include your name and address and the purpose of the gift. In a separate envelope, send the stock power (available from your broker or banker) and a copy of your cover letter. The stock power should be left blank except for the date and your signature, which must have a Medallion Signature Guarantee from a national bank or brokerage firm and should be exactly as your name appears on the stock certificate. (Do not confuse this with a notary public. The Securities Transfer Corporation will not accept notarized signatures). In all cases, please advise Red Feather of your gift intentions -- the specific security and number of your shares -- by fax at 406-585-7187 or by calling our office.
 
The official date of the gift varies according to the delivery method. If the stock is transferred electronically (DTC'd), the date of the gift is the date on which the stock is received into Red Feather's account. If the stock certificate is mailed, the date of the gift is the postmark on the envelope. The value of the stock is the average of the reported high and the reported low on the date of the gift.
 
For information on establishing a life income gift with stock or for instructions on making a gift of mutual fund shares or other general questions, please call our office.
 
This information is, of necessity, general in nature. Together with your legal and financial advisers, we can help you plan and implement a year-end charitable gift that supplements your generosity with available tax benefits. We thank you, as always, for your support.