Stocks and Securities
Thank you for considering a gift of stock to the Sarcoma Foundation of America.
You may wish to donate your stock gift through your broker or in certificate form. Please alert us to your gift prior to your transfer.
Transfer through your broker
If securities are held in a trust or brokerage account, please instruct your broker or trust officer to contact Development Director Michele Levy at 301-253-8687 or firstname.lastname@example.org.
Do not instruct your broker to sell the securities and then send proceeds to Sarcoma Foundation of America. To avoid capital gains tax, the stock must be transferred to Sarcoma Foundation of America.
The market value of the security is determined by the average of the high and low value of the shares on the date the securities are received.
If you hold a stock certificate or bond, it can be mailed or hand-delivered to the Sarcoma Foundation of America.
To transfer a certificate, you must sign a stock power document and have the required signature(s) guaranteed by a bank to complete the gift. Please contact Development Director Michele Levy at 301-253-8687 or email@example.com for more information.
The market value will be determined on the day the certificate is received and the stock power signed. When mailing certificates, donors should mail the certificate and stock power in separate envelopes on the same day. The market value of the gift will be determined by the postmark date. The donor need only sign the stock power. The donor should not sign the back of the certificate.