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| Instructions for Making Gifts of Stock and Other
Securities Thank you for your interest in Help Inc. Foundation's securities giving services. Our team prides itself on providing the highest standard of service to the donor who wishes to make a special gift to Help Inc. Foundation. Gifts of Securities that have appreciated in value since their purchase are particularly attractive under current tax laws for the following reasons: • You avoid all capital gains tax when you contribute long-term appreciated securities to Help Inc. Foundation • You receive a charitable income tax deduction equal to the fair-market value of the securities if they have been held longer than one year • The fair market value of the assets can be deducted up to 30 percent of your adjusted gross income and any excess deductions can be carried forward five additional tax years Here are some important tips for ensuring that your gift is received and processed according to your wishes: • Please notify Help Inc. Foundation when you are prepared to make your gift. Let us know what stock you are sending, when you expect the gift to be made and if there is a particular program you wish to benefit. You must notify Help Inc. Foundation to ensure a proper tax receipt. To contact Help Inc. Foundation with any questions or information about stock gifts: • Call : 1-888-299-3164 • Or e-mail: shireda.leblanc@helpincfoundation.org. Please include the words "Stock Gift" in the subject line of your e-mail to ensure a prompt response. • Ask your broker or bank to include your name in the transaction description. • Ask your broker or bank to register physical stock certificates as follows: "Help Inc. Foundation as Custodian". • If the stock certificate is registered in your name, please send (under separate cover) a signed stock power (attached to these instructions). Physical Transfer If you hold the certificate yourself, you can forward your stock certificate(s) directly to Help Inc. Foundation at the address shown below. Each stock certificate requires a stock power form. The stock powers should be signed and the signature guaranteed by your local bank or broker. The certificates and the stock powers should always be mailed in separate envelopes. Please mail the stock powers, along with a letter indicating your intent to make a gift, to the address below. For additional protection, we recommend that you send the certificate(s) via registered mail. Please mail to: Help Inc. Foundation Attn: Office of Planned Giving 160 Fairview Chase Covington, Georgia 30016 Please remember to specify in your delivery instructions that this is gift to Help Inc. Foundation. In addition, please notify us that you are mailing the certificates and let us know if you need further information. |
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