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GIFTS OF STOCK/SECURITIES
By taking advantage of a highly appreciated stock market, savvy donors can support PPNT with a larger gift that will cost them less and reduce their capital gains and income taxes. If you would like to take advantage of this opportunity to help PPNT while saving tax dollars, please consider making a gift of appreciated stock.
To help you facilitate a gift of stock, please use the following instructions.
CONTACT THE DEVELOPMENT DEPARTMENT AT PPNT BY:
Phone: (214) 363-2004 or (817) 878-2650 Fax: (214) 363-0589 or (817) 882-1166 Email: info.dev@ppnt.org Mail: Planned Parenthood of North Texas 7424 Greenville Ave., Suite 206 Dallas, TX 75231
INDICATE IN WHAT FORM YOUR SECURITIES ARE HELD
Please indicate if securities are held in physical certificate form, in a brokerage account (specify the brokerage firm), or in a mutual fund. Be sure to provide the following information, for audit and acknowledgment purposes:
Donor’s name, complete address and number of securities transferred
IF YOU ARE SENDING VIA MAIL
If you send securities or stock in the mail, mail your unendorsed certificate(s) and stock power, in separate envelopes, by registered mail, to:
Planned Parenthood of North Texas 7424 Greenville Ave., Suite 206 Dallas, TX 75231
For tax purposes, your gift will be recorded at the value of the stock on the day of the transfer.
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