Giving Appreciated Stock or Mutual Funds to BBBS of Bath/Brunswick
Federal and most state tax laws offer special incentives for non-cash gifts of appreciated securities. For many donors, giving appreciated shares* of stock or mutual funds to BBBS of Bath/Brunswick may be preferable to giving cash because:

  • You avoid capital gains tax. Any gain is taxable if you sell stock or mutual fund shares yourself, but not if you transfer ownership to BBBS of Bath/Brunswick.

  • Your charitable deduction for federal income tax purposes is based on the full fair market value of the shares on the date the gift is made, but the cost to you is only your original purchase price.

  • Donating appreciated securities allows many donors to offer a higher level of support than a strictly cash donation.

    The Value of a Stock Gift

    The value of a publicly traded stock is always the average of the high and low share prices on the date of the gift. For broker transfers, the gift date is defined as the date on which the stock enters the BBBS of Bath/Brunswick account.

    *Please note that the bene?ts of making such a gift may be fully realized only if you have held the shares 12 months or longer. Consult your tax advisor for assistance.

    Click here to learn more about how to donate securities to Big Brothers Big Sisters of Bath-Brunswick.

    DONATE ONLINE through Network for Good

    INDIVIDUAL GIFTS
    If you would like to make a contribution we accept checks and/or credit cards, please call us at 207-727-7736 to process your donation.

    EMPLOYEE MATCHING GIFTS
    Employers will often "match" the charitable contributions of employees. Ask your office!

    PLANNED GIFTS
    Includes bequests, life insurance, charitable trusts, gifts for endowments, and for estate planning.

    CORPORATE GIFTS
    Monetary gifts from corporations...can also be event sponsors.

    FOUNDATION GIFTS
    Monetary gifts from family and corporate foundations.

    IN-KIND GIFTS
    Non-monetary gifts from individuals, businesses, etc. In-Kind gifts include goods and services.

    Your contribution in any way, shape or form is appreciated. It is only through community involvement in so many ways that we are able to maintain the quality and integrity of our programs and services.

    Big Brothers Big Sisters of Bath/Brunswick is a 501-C3 charitable organization and all gifts are tax deductible in accordance with the law.

    If you would like to make a contribution, please call us at 207-729-7736