Donate Stocks and Mutual Funds
Your gift of stocks and/or mutual funds can help change lives in our community. It’s an easy way to
support CEA, and it offers you a number of benefits:
– It is easy to donate appreciated stocks and mutual funds.
– By donating stock that has appreciated for more than a year, you are giving more than if you
sold the stock and then made a cash donation as you will avoid capital gains taxes.
– The total value of the stock upon transfer is tax-deductible.
How to Donate Stocks and Mutual Funds
Contact the institution where your stocks are held and let them know you’d like to transfer shares to the Catonsville Emergency Assistance (CEA) account at Wells Fargo. You may need the following information:
If you are giving stock at the end of the year, please allow enough time for the process to be completed before the holidays.
For more information please contact CEA at firstname.lastname@example.org or 410-747-4357and ask for Charlie Brown.