Gifts of Stock
Your broker can assist you in making a gift of stock via a direct transfer to Aspen Affiliate of Susan G. Komen for the Cure. Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than giving cash. Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.
If you would like to Invest in the Cure® by donating stock, please note the following:
Brokerage House: UBS Financial Services
Account Name: The Aspen Chapter of Susan G. Komen for the Cure
Account Number: CW24323
Financial Advisor: Walt Powell
Telephone number: 800-727-0907 DTC Number: 0221
Please inform our Office of stock transfers so that we can properly acknowledge your gift and forward information regarding your tax deduction.
Call Claudia Curry Hill at 970-920-0250 or Email her at claudia@komenaspen.org
To request more information please write to:
Aspen Affiliate of Susan G. Komen for the Cure
P.O. Box 4810
Aspen, CO 81612
Call: Donation Line at 970-920-0250
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