Yes, we have closings and delays for Monday, December 10.

Stock & Securities

Stock & Securities

Gifts of securities – held by you or by your bank or brokerage – offer significant tax advantages and are easy to make.

How It Works

We can receive stock gifts directly through your brokerage account; you receive a charitable income tax deduction, usually equivalent to fair market value as determined under IRS guidelines. We will sell the stock immediately and apply the net proceeds toward our mission.

ASNC will also consider gifts of closely held business interests such as S corporations, limited liability companies, and limited partnerships if an acceptable means of converting the stock into liquid assets can be anticipated within a reasonable time. This may occur through redemption agreements, liquidation, or asset transfers. These are complex transactions, so consultation with your tax advisor or planning professional is necessary.

Once you’ve made a transfer, please contact Kristy White to inform us of the donation and to ensure that you receive a prompt receipt of your gift for your tax records.

Detailed Instructions

The material presented on this website is not offered as legal or tax advice. Please seek the counsel of your tax advisor, attorney, and/or financial planner to review tax calculations to ensure that a contemplated gift is appropriate for your situation.

Contact us:

Kristy White, Chief Development Officer
919-865-5086
kwhite@autismsociety-nc.org