About

OUTRIGHT GIFTS OF SECURITIES

Gifts of long-term appreciated stock or mutual funds offer a quick, easy and tax-efficient way to make a lasting contribution to Points of Light Foundation & Volunteer Center National Network. Your gift will help the Foundation protect precious natural places close to your heart and around the world.

Please take a moment to notify us prior to every stock transfer in order for us to accurately identify, allocate, and acknowledge your gift.

Securities Held by You
If you hold the securities, mail (via UPS or other traceable medium) or hand-deliver the certificate(s) to:

    The Points of Light Foundation
    1875 K St NW 5th Floor
    Washington, DC 20006
    ATTN: Douglas Gledhill, Sr. VP and CFO
In a separate envelope, mail or deliver to the address above a signed stock or bond power for each security. You may obtain blank stock powers from the stock gift manager and CFO Douglas Gledhill: DGledhill@PointsofLight.org), your broker or your bank. Please sign the power exactly as your name appears on the certificate or bond. Please enclose a letter stating the purpose of your gift with the certificate(s).

Note: It is very important to mail the security certificate and the signed power separately. We also recommend that the certificate be sent by certified mail with return receipt.

Securities Held by Your Broker
If your broker (or bank) holds your securities, your gift can be electronically transferred to the Foundation. The Foundation maintains an account with Legg Mason Wood Walker, Inc. When transferring stocks to this account, mail or fax a completed:

Outright Gifts of Securities Gift Form PDF Document 43 KB

Inform your broker or banker that you would like to donate securities to the Foundation. Your broker or banker should contact either Lawrence Berberian or Charlotte McGee at Legg Mason Wood Walker to provide the details of the gift and to process your transaction.

Example of How It Works
Sam purchased $5,000 worth of ABC Stock, which is now worth $10,000. He can use this $10,000 to make a gift to the Foundation and realize the tax savings. Sam may take a $10,000 charitable deduction on his federal income taxes, saving from $1,000 to $3,500 in federal income tax (depending on his tax bracket) and avoiding a capital gain tax of $750.


FORMS & SAMPLES:

Outright Gifts of Securities Gift Form
PDF Document 43 KB

Sample Letter for Donating Stock
PDF Document 46 KB

Sample Letter for Donating Mutual Funds
PDF Document 27 KB