Gifts of appreciated stocks, bonds and/or mutual funds that have been held for one or more years may provide great tax savings for you since the capital gain on unrealized appreciation is waived. You should check with your tax advisor to determine the tax impact based on your specific situation.
Gifts of securities will be recorded at fair market value on the date of transfer.
Certificates held by you
You may give securities you hold in certificate form to Reaching Our Community Kids by hand delivering or mailing the certificate to our office. If you plan to mail the certificate, please mail certified mail (signature required.)
Securities held by your broker
Due to current statutes, your broker is not allowed to disclose any personal information when they transfer your securities. This includes your name. If you wish to gift stock through your broker, please use these three steps so that we may recognize your gift.
Complete the Gift of Security Transfer and mail it to the address shown on the form.
Provide your broker with your name and address, the name and number of shares/certificates to be donated, and how you wish your gift to be designated (if any).
Give your broker the following contact information so he/she may contact us for specific transfer instructions.
Executive Director The ROCK Youth Center
PO Box 2143
2300 E. Gordonville Rd
Midland, MI 48641