If you own stock or a mutual fund that has appreciated in price since you purchased it, consider using that asset for your charitable giving. You get an income tax deduction for the full market value of donated securities that you have owned more than one year, and you will avoid the capital gains tax on the appreciated value.
To transfer securities to Camp One Step, your broker needs the following instructions to electronically transfer your stock :
Federal Tax ID: 36-4263831
Firm: Raymond James
DTC # 0725
Account Name: Children’s Oncology Services, Inc.
Account Number: 32255045
Important Notes: To take advantage of the tax benefits of gifting stock, your shares should not be sold but rather TRANSFERRED to Camp One Step. And please instruct your broker to include your name and address. Some brokers will not send this information unless instructed.
For more information regarding a stock gift, contact Kate Weil, Vice President, Philanthropy, at firstname.lastname@example.org
Children's Oncology Services Inc.
All rights reserved.
Children's Oncology Services, Inc
is a registered 501(c)3
Camp One Step
213 W. Institute Place
Chicago, IL 60610