Donations
STOCKS AND SECURITIES
Stocks, bonds and mutual fund shares that have been held long term (more than a year and a day) and have appreciated in value can provide Harmony Foundation with a significant contribution. With a gift of securities, you will owe no capital gains taxes and you will be able to claim an income tax deduction for the full fair market value of the asset at the time of the gift.
You may also make a tax-effective gift using securities that have decreased in value. By selling shares and donating the proceeds to the Foundation as a cash gift, you can get a tax deduction for the charitable gift, as well as deduct the loss on your income tax return.
There are several ways to transfer securities to Harmony Foundation. You may work with your broker to complete an electronic transfer or you may hand deliver stock certificates. We ask that you contact our Development Office by emailing [email protected] or calling 970-577-3150 to let us know that the transfer will be occurring.