Donate Appreciated Assets

YOUR STOCK DONATION CAN MAXIMIZE CPC IMPACT WHILE REDUCING TAXES!

Questions? Contact us at
(419) 636-5692
janet@cpcnwo.org


Why Donate Stock?

Donating appreciated stock to CPC Women’s Health Resource is a simple and tax-wise
way to maximize your impact. Stock donations allow you to claim a tax deduction for the
current market value of the stock while also avoiding capital gains tax. This means your
tax deduction and your donation are larger than if you had sold the stock!


How It Works


Transfer appreciated stock you have owned for at least one year to CPC*

Receive an income tax deduction for the stock value on the date of transfer

CPC then sells the stock using the proceeds where needed most, or for the school you designate

THE RESULT
CPC receives a larger donation and you claim a higher deduction.

For example, one year ago you purchased $6,000 of stock. Today it is worth $10,000. If
you were to sell that stock, you would incur $600 capital gains tax on the $4,000 gain,
leaving $9,400 to donate. However, by donating the stock, you avoid capital gains
tax, allowing CPC to receive the full $10,000 gift, and giving you a charitable donation
deduction of $10,000. You have stewarded your resources for maximum impact!


How to Give

in THREE EASY STEPS

1
Contact your Broker to Initiate the Transfer

2
Provide your Broker CPC’s Information and the Desired # of Shares

Brokerage: Charles Schwab
DTC #: 0164
ACCT Number: Premier Bank FBO 225800 Defiance Area Foundation Credit Account #9189-4796,
FFC: CPC Women’s Health Resource (Tax I.D. Number 34-1493562)

Or send your broker a letter using this template

3

Notify CPC to Receive the Documentation of your Gift

(419) 636-5692
janet@cpcnwo.org


* Securities may not be transferred from an IRA or other retirement account.
CPC does not provide tax or legal advice. Each individual should consult their financial advisor or tax professional.