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STOCK GIFTS TO GEORGIA 4-H

Donating appreciated securities (stocks and bonds) is a popular method of making a gift to support Georgia 4-H. A gift of appreciated securities provides a double tax savings: you may deduct the average of the high/low value of the securities on the date of the gift and totally avoid capital gains on the appreciation.

Publicly traded securities may fund all types of gifts -- everything from annual gifts for current operations to major gifts or endowments. More and more donors are transferring publicly traded shares electronically.

If you have any questions about how to give a gift of stock to the Georgia 4-H foundation, please contact Mary Ann Parsons, Executive Director, at parsonsm@uga.edu or at 706-542-8914.

 

Please note: The Georgia 4-H Foundation is a 501(c)(3) organization. All donations made to the Georgia 4-H Foundation are tax deductible according to IRS standards. Your contribution can be designated to support a specific purpose that is important to you, or left unrestricted to be used where the need is greatest. If you would like to make a gift to the Georgia 4-H Foundation, or would like to learn more about other giving opportunities, contact Mary Ann Parsons, Executive Director, Georgia 4-H Foundation, at (706) 542-8914 or via e-mail at parsonsm@uga.edu.

 
 


How to Make a Gift of Stock to Georgia 4-H

If your shares are held in an account we prefer that your broker make an electronic transfer of the shares to Georgia 4-H Foundation’s investment account at:

Charles Schwab & Co, Inc.
DTC # 0164
Account # 1153-4263

Our account executive is John Taylor or Lainey McLellan (404) 264-1400.

Once the stock is transferred into the Georgia 4-H Foundation’s account, we will receive notification of the transfer and a receipt will be sent to you. The effective date of the gift for this method of transfer is the date the shares are placed into our account. The gift value is the mean on that date.

If you hold the certificate for your shares, the safest way to deliver a stock certificate is to mail both the stock certificate and a stock power (in separate envelopes) to the Georgia 4-H Foundation, Mary Ann Parsons, 306 Hoke Smith Annex, University of Georgia, Athens, GA 30602. Due to the nature of the document being mailed, we recommend you send it via certified or registered mail. Do not sign the back of the certificate. Instead mail the signed stock power in a separate envelope (this does not need to be via certified mail). If you do not have a stock power available, we can provide a form for you. If the back of the certificate has been signed, we suggest you mail the certificate registered and insured to assure it arrives at our office. When the certificate is received a receipt will be sent to you. The effective date of the gift for this method is the postmark date.

To complete the gift transaction, please advise the Executive Director of the Georgia 4-H Foundation of the designation for the stock gift, the number of shares and the identity of the stock. We prefer that this is done in writing, but you or your broker can call (706) 542-8914.