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Gifts of Stock

The gift of an asset, often common stock or mutual fund shares, is a valuable way to make a contribution to Girl Scouts River Valleys. Donating stocks or bonds invests in the future of Girl Scouts and has benefits such as charitable tax deduction and a reduction of capital gains tax that would be due if you sold the securities.

You will receive an immediate income tax deduction for the fair market value, no matter what you originally paid for them. You will pay no capital gains tax on the transfer, and giving appreciated stock may be more beneficial to you than giving cash.

Donors who choose to give appreciated assets such as stocks or other securities can claim the full market value of the securities as a deduction in the year of the gift, thereby eliminating capital gains taxes on long-term holdings.

How to Give Gifts of Stock

Stock Transfers

When you initiate a transfer of stock, please email or send a letter to Girl Scouts River Valleys confirming the details of your gift.

Securities Held at Brokerage Firms

To transfer shares held with a brokerage firm, the following information should be provided to your broker. Girl Scouts River Valleys with the following brokers who you may notify any one of to confirm your securities/stock transfer with details of the gift prior to making the gift transfer:

RBC Wealth Management
Anna Schlesinger
anna.schlesinger@rbc.com
Office: 651-228-6964
Fax: 651-228-6925 fax
DTC Eligible Securities
RBC DTC #0235
Account Number: #313-60504

Morgan Stanley Private Wealth Management
Missie Schlegel
melissa.schlegel@morganstanley.com
Office: 515-398-0015
Fax: 515-224-5559
DTC Eligible Securities
DTC Clearing number: 0015
FBO: Girl Scouts of MN and WI RVR Valley
Account Number: #363-025860-094

Questions?

Contact Anne Walters for more information on transferring stocks, bonds, or mutual funds:

Girl Scouts of Minnesota and Wisconsin River Valleys
Anne Walters
400 Robert Street South
St. Paul, MN 55107
anne.walters@girlscoutsrv.org
651-251-1250 office
800-847-0787 long distance
651-227-7533 fax