Stocks and Securities

You may give to the Choices quickly and tax-effectively by donating appreciated assets, like stocks.

Benefits of gifts of stocks and other securities

  • The sale of valued shares can be done without incurring capital gains tax.

  • Furthering our goal today

  • Get a tax deduction for charitable contributions.

How to make a gift of stocks and other securities

We appreciate your interest in making a donation of securities to Choices. We value your cooperation and your kind generosity. You will require the following details in order to provide a gift of stocks via electronic delivery:

Broker Firm : Charles Schwab

DTC # – 0164

Account number – 2159-0601

Code # – 40

Our broker information may also be requested by your investment business. We are honored to be working with Firesky Financial to manage our investments. Please give the following details to your investing company in order to start a stock transfer:

Contact at Firesky Financial : Phil Duncan (602) 748-1900

Choices contact : Josh Chumley, CAO

To let us know the precise asset(s), how many shares, and when it will be moved to our account, please get in touch with us.

You cannot transfer “book-entry” shares of stock electronically via DTC if you hold them in a Direct Registration Account (DRS) or through a Dividend Reinvestment Program (DRIP) with a transfer agency like Computer share, BNY Mellon, or another agent. The transfer form should be obtained instead from the transfer agent’s website. Send your completed section to Choices 1907 W Camelback Rd, Phoenix, AZ 85015. In order to obtain your shares, we shall finish our half and send it to the agent. Contact us if you need help.

More on gifts of stocks and other securities

A gift of stock must be valued according to specific guidelines. By averaging the high and low stock prices on the gift date, the value of a philanthropic donation of stock is calculated. Shares of mutual funds are valued using the fund’s closing price on the day the donation is made.

Contact us

Please get in touch with us if you have any inquiries concerning charity gift annuities. We would be pleased to help you and respond to your inquiries.

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Everything you need to know.

Ok, maybe not everything, but it’s a good start. Contact us, we’d love to help.

Everything you need know.

Everything you need to know. (Ok, maybe not everything, but it’s a good start.) Contact us, we’d love to help.