Details on Transferring Stock
Help protect bats for future generations and enjoy tax advantages by making a gift of stock to Bat Conservation International!
Things to remember:
1. Let us know the stock is coming and the type and number of shares that will be transferred. We need this information to credit you properly and issue the receipt you will need for tax purposes.
2. You can completely avoid capital gains tax by making a charitable gift of stock. Please note, too, that the stock contributed needs to have been held by you for more than 12 months to garner the greatest tax savings
For information on transferring stock electronically or by sending a stock certificate, please contact JoAnn Kennedy at (512) 327-9721 x14 or firstname.lastname@example.org.