Gifts of stock are a smart way to help support our mission while also unlocking potential tax benefits. If you have held the stock for more than twelve (12) months, then the deductible amount is the full fair-market value at the time of your gift – which can help to reduce taxable gains if the shares have appreciated in value. Consult your tax advisor on any potential benefits.
If your stock is held in a brokerage account, your broker can transfer your gift of shares electronically.
STEP ONE: DONATE STOCK
Please provide your broker with the following information:
Name of Account: Reaching Out MBA, Inc.
Name of Broker: UBS Financial Services Inc.
DTC #: 0221
Account #: 5G 04226 BL
Tax ID #: 06-1706646
STEP TWO: NOTIFY US
We seek to ensure that all gifts are properly received and acknowledged, so please email us at sponsorship@reachingoutmba.org after donating securities and provide the following information about the gift:
Name of the stock
Number of shares
Your name and address
You may also contact Demetri Sparks, Development Director, at sposorship@reachingoutmba.org.