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Gifts of Stock or Other Annuities

Make a donation with your tax-deductible gift of stock or other annuities to SteppingStone and you could also avoid capital gains taxes and brokerage fees.

A gift of stock that has increased in value and that you have owned for more than one year can provide much-needed support for SteppingStone, and offer you financial benefits as well.

Giving is easy

Experience what makesPublicly traded securities such as stocks and bonds may be able to be transferred to SteppingStone, entitling you to an income tax deduction for the full market value of the securities, thereby avoiding any capital gains taxes you might be liable for if you sell the stock. You might also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock. Gifts of appreciated securities that pay little or no dividends make especially good choices for charitable contributions.

It’s easy to make a gift of stock, securities, or other annuities. If you would like more information, please contact Mollie Tobias, SteppingStone Executive Director, at 415-974-6784, ext. 25 or by email.

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First Clearing, LLC
SteppingStone Account Number: 1291-6529

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