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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to The Legacy Foundation at Shell Point, Inc..

Gift of Stock and Bonds
Stocks/Bonds
Shell Point
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax.
  • Receive a charitable income tax deduction.
  • Enjoy possible increased income.
  • Further our mission today!

Make your gift today by electronic transfer!

It's easy. Please contact us for delivery instructions to make a transfer from your brokerage account to The Legacy Foundation at Shell Point, Inc..

Send us your gift by mail

If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use certified mail.

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