Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Dakota Boys and Girls Ranch.

Benefits of gifts of stocks and bonds

Avoid paying capital gains tax on the sale of appreciated stock.
Receive a charitable income tax deduction.
Help at-risk children and their families succeed in the name of Christ.

Gifts of stocks and bonds video

How to make a gift of stocks and bonds

To transfer stock or bonds from your brokerage or investment account, contact your broker and provide them with the following information:

Organization's Information:

Name of Charity:

Contact:

Phone Number:

Email Address:

Organization's Electronic Transfer Number (DTC):

Charity Brokerage Information:

Name of Brokerage Firm:

Contact:

Phone Number:

Email Address:

Account:

If you plan to transfer a gift of stock to Dakota Boys and Girls Ranch, please complete and submit the following form:

* Required fields

Personal Information

Donor Name

Address

Phone

Choose a Gift Type

Stock

Mutual Fund

Gift of mutual form opened below

Gift of stock form opened below

For gifts of stock:

Broker Name

Broker's Institution

Broker's Phone

Broker's Email

Stock Name/Ticker Symbol

Number of Shares

Expected Date of Transfer

For gifts of mutual fund:

Please contact us for more information on a transfer of mutual funds. We will do our best to assist you with instructions for this gift.

Name of Mutual Fund:

Please note: IRS regulations require that we send you a non-cash gift receipt that references the number of shares and the type of stock gifted. You will receive this acknowledgement after we receive the gift. We note the value of the gift in your donor record based on the value of the stock at the close of the date the stock is transferred into our account. Consult your broker for more information on the timing of the transfer.

Faithful Planning.
Lasting Impact.

Gifts of Stocks and Bonds

Benefits of gifts of stocks and bonds