Gifts of Stock or Appreciated Assets

A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to Victory Junction. Keep in mind, donating appreciated stock or other appreciated assets (ex. publicly traded securities, bonds, etc.), gives you a greater tax deduction than you will receive if you were to sell the shares and donate the cash proceeds. This is because when you donate shares, you avoid paying any capital gains tax.

Benefits of Gifts of Stocks and Bonds
● You receive a charitable income tax deduction
● You avoid capital gains tax on the growth of the value of your securities
● You make an impact for the kids at Victory Junction!

How To Do It
Stock shares can easily be transferred electronically if held with a brokerage service or you can donate paper shares if held in certificate form. You can also name Victory Junction as the beneficiary or partial beneficiary of your holdings.

We’re Here to Help
Victory Junction has a brokerage account with Pinnacle Financial Partners, and you or your financial advisor can obtain specific transfer instructions or beneficiary designation information by contacting Tonya Hayes at thayes@victoryjunction.org or 336.495.2041.

Contacting camp will also ensure you are properly thanked for your contribution and receive updates on the impact of your gift.

Please Note:
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

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