Donate through a Stock or Mutual Fund

Avoid capital gains taxes and take a full charitable deduction. Giving appreciated assets can be one of the most tax-efficient ways to make a difference.

Please submit this form to let us know about your intention to donate via a stock or mutual fund. Providing this information allows HSMO to properly acknowledge your support and credit this gift to you. Thank you!

Donor’s name

First Last

Donor’s phone

Donor’s email

Name of brokerage (where gift is coming from)

Name of stock being donated

Number of shares

When do you plan to make this gift?

How would you like to designate your gift?

Have questions or prefer discussing this on the phone?
Contact Doug Peden at 314.951.1519 or [email protected].

Learn More About Giving Appreciated Assets

Donate through a Stock or Mutual Fund

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