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
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.