Ways to Give: Charitable Gifts of Stock

Did you know that a quick and easy way to donate to the Barbara Bush Houston Literacy Foundation is through a charitable gift of stock? Not only will you be able to maximize the income tax deduction commensurate with the full value of the appreciated stock, but you will also avoid capital gains tax. Simply use the charitable donation form from your stock plan account to transfer assets to the Barbara Bush Houston Literacy Foundation. (Note that stock must be transferred, not sold.) If you wish to make a gift of marketable securities, please contact Jose Calvillo, Chief Operating Officer at 346-212-2310 to receive gifting instructions. Your money matters, so make the most of it! Learn more about ways to maximize your charitable investments by contacting your financial advisor.