Giving stocks, bonds or other securities allows you to support Dress for Success (DFS) Indianapolis while potentially realizing significant tax benefits.
If you own appreciated securities (stocks, bonds or mutual funds held by you for more than one year), donating them to DFS Indianapolis may allow you to potentially reduce or potentially avoid more capital gains taxes and potentially claim a federal income tax charitable deduction.
You can also designate DFS as the beneficiary of your securities. Please contact your broker for more information about this simple way to support DFS. This type of gift can be especially appealing if you are holding shares that have appreciated significantly in value but yield a low dividend.
In order to complete a donation of securities, please complete BOTH steps below:
Contact your broker to transfer your shares to Raymond James Financial. Here is all the information you will need to complete the transfer:
Raymond James & Associates, Inc. member NYSE/SIPC.
Chad C Hayward
Vice President, Investments
1310 E 96th St, Suite 200
Indianapolis, IN 46240
Direct 317.566.6406 / Toll Free 800.259.0847 / Fax 317.573.1799 firstname.lastname@example.org
Raymond James neither advocates for, nor recommends advocating for, Dress For Success Indianapolis
Notify us of your donation by contacting Julie Petr at 317-709-5736 or at email@example.com.
Due to privacy concerns, Raymond James will not identify you when notifying us about your stock donation to DFS. For us to send your tax receipt letter in a timely fashion and confirm that your stock was transferred, you must notify our office directly of your donation.
The information here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, Dress for Success Indianapolis recommends consultation with a qualified tax advisor, CPA, Financial Planner or Investment Manager.
Dress for Success Indianapolis is a 501 (c)(3) nonprofit organization. Our tax identification number is 35-2078412.
Please contact Julie Petr, Executive Director, at firstname.lastname@example.org if you would like to arrange a gift through a transfer of securities.