Central Texas Table of Grace is a non-profit organization helping displaced children

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Evening Under the Stars (05/13)
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  • About
    • Our Team
      • From the Founder​
      • Board Members
      • Staff Leadership
      • Join The Team
      • Our Sponsors
    • Our Mission
      • Mission
      • Accolades
      • D & I statement
    • News
      • In the News
      • Media Kit
      • Social Media
  • Programs
    • Emergency Shelter
    • Grace365
      • Apartments
  • Ways to Help
    • Donate
      • One Time Donation
      • Monthly Donations
      • Planned Giving
      • Donate Stocks
    • Support
      • Amazon Wishlist
      • Donate Items
      • Amazon Smile
    • Engage With Us
      • Speaking Engagements
      • Volunteering
      • Nominations/Media
  • Contact
    • Connect With Us
    • Subscribe
  • Events
    • Evening Under the Stars

Donate Stocks

Benefits

Gifts of appreciated stocks, bonds, or mutual fund shares can be a tax-advantaged way to provide immediate support for Central Texas Table of Grace.

By giving Central Texas Table of Grace appreciated securities that you’ve held for more than a year, you potentially receive a few tax benefits:

  • You avoid capital gains tax on the appreciation that would be due upon sale.
  • You can receive a charitable income tax deduction for the current fair market value of the property – up to 30 percent of adjusted gross income.
  • You can carry forward any unclaimed portion of the deduction for up to five additional years, subject to the annual limit.

Example

Sarah would like to make a gift of $10,000. She is considering giving cash or appreciated stock that he purchased for $2,000. This chart shows her potential tax savings for giving stock:

*If Sarah itemizes deductions

Transferring securities held at a brokerage firm

To transfer shares held with a brokerage firm, provide the following information to your broker:

Account Registration: Central Texas Table of Grace
DTC # 0221
Account #AJxxxx9 (For security reasons please call to confirm the complete account number, our financial services contact Doug Carroll (UBS Financial Services) at phone # 512-479-5228)
P.O. Box 52, Round Rock, Texas 78680

Other transfers: If you would like to transfer mutual funds, bonds, stock certificates, or shares held with transfer agents, please contact us.

Gifts at year-end

If you wish to make a gift of securities for the current tax year, start early to ensure that your gift will be completed before December 31. While the non-profit receives some electronic transfers within days of when the gift was initiated, longer delays are possible, especially at year-end. Gifts of mutual funds take longer than stock gifts, often several weeks. Contact your broker for their deadline to complete transfers by year-end.

More Information

For more information on giving a gift of stock or mutual funds you can contact  Marla via email marla@ctxtableofgrace.org or at 512-244-4335.

DISCLAIMER

Information on this website is not intended as legal or tax advice. For information on how any gift may affect your tax situation, please consult with your own professional advisor.

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Stories

Elaina Broadwell – October volunteer Spotlight

Target gift card drive

Giving is a beautiful thing!

Become a Monthly Donor

Board Member spotlight – Tamara Carlisle

Employee Spotlight – Tori Wrede

“Thoughts and emotions are the glue that holds together this puzzle we call life.”

Chaparral Women’s Club September service project

Small Acts of Kindness have a Huge Impact

Round Rock Kiwanis Club Grants

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