STOCKS AND BONDS

A charitable gift of stocks or bonds provides an opportunity for tax savings while generously sharing with others. A gift of stock owned for more than one year entitles you to a charitable deduction for the full market value at the time the gift is made. If the stock has appreciated, you also avoid a capital gains tax on the appreciation. In addition to helping 5Rock Ranch, you may diversify away from low-basis, long-term holdings into other assets that will better suit your current needs.

Our tax ID number is 20-5773688.

Receiving Firm: Wells Fargo Advisors LLC

DTC: 0141

Account Name: 5Rock Ranch

Account Number: 2520-2615

Contact Name and Number: Debra Hardy 503-603-2144

Wells Fargo Advisors will send the stock valuation letter to donors.