Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to Vivalon that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains tax is not due on gain in the donated securities.
Account# |
ND — 61-0003-01-4 |
| DTC# | 5409 |
| Tax ID# | 94-1422463 |
| Broker Address | Bank of Marin 504 Redwood Blvd., Suite 100 Novato, CA 94947 |
| Broker Contact | (415) 763-4966 | Michael B. Yongue, JD |
Please contact us via mail, email, fax or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Yvonne Roberts at 415-456-9062 x137. The fax number is 415-456-1008. If sending email, please use the Contact Us link on the navigation menu.
Thank you for your support of Vivalon.
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