A powerful way to give
When you donate your appreciated stock, mutual funds, or bonds to KRF, we sell your gift and use the proceeds to help families go through the unimaginable.
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You avoid paying capital gains tax and might also be eligible for a charitable income tax deduction. Ask us about making a gift of appreciated securities to fund
a charitable gift.
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As an example of how you and the families benefit*, the market value of a gift of $100,000 has a $68,500 cost to you when you factor in cost basis ($50,000), charitable deduction ($24,000**) and capital gains tax avoided ($7,500***).
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*Figures may vary based on the income tax laws in your state.
**Calculation is based on a 24% federal income tax bracket.
***Calculation is based on a 15% long-term capital gains tax rate.
Making a gift of your appreciated stocks, bonds, or mutual funds to the Kathryn Rudder Foundation not only greatly help families, it saves you money on taxes.
Making your gift of stocks, bonds, and mutual funds
Making a gift of appreciated stock, bonds, or mutual funds is easy with the help of your tax or financial professional.
As always, we recommend that you consult your tax or financial professional for advice before making charitable donations. The first step in making a gift of this type is to provide your with the following
securities transfer information*:
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DTC code #: 0226
Account Number: 635-605159
Account Name: Legacy Trust Company
Mailing Address:
4200 Marsh Landing Blvd. Suite 100
Jacksonville Beach, FL 32250
Phone Number: 904-280-9100
Receiving institution: Legacy Trust Company**
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*When you make a gift to the Kathryn Rudder Foundation by transferring stocks into our account, we do
not receive any information that identifies you as the donor. To ensure that you receive a proper tax acknowledgement of your gift, please let us know. You can reach us by emailing robert@kathrynrudderfoundation.com or by calling 828-337-3947.
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**Legacy Trust Family Wealth Offices is a financial intermediary whose name might appear in any transactions.