The transfer of appreciated stocks and other securities to Rocky Mountain PBS can help avoid capital gains taxes. If you hold securities that have declined in value and would like to make a gift, it may be to your advantage to sell and perhaps generate a tax deductible loss. The proceeds may then be donated as a tax-deductible contribution, further reducing your income taxes.
APPRECIATED ASSETS are assets that have a higher market value than their "basis," or value for tax purposes. Such assets could generate a taxable capital gain (either short-term or long-term), if sold by an individual or non-charitable organization at a price higher than their basis.
Instruct your broker to deliver the shares via DTC (a standard practice of electronic transfer).
Your broker will need the following information about Rocky Mountain Public Broadcasting:
Brokerage Account: Morgan Stanley D.W. Inc.
Account Executive: John Barringer 303-595-2000
Account Name: Council for Public Television Inc., KRMA Channel Six
DTC #: 0015
Account #: 330-061827-202
Your broker may also ask for the following information:
Legal Name: Rocky Mountain Public Broadcasting Network, Inc.
Tax ID #: 84-0510785
RMPBS Contact: Patricia Laverty
RMPBS Phone: 303-620-5706
Planned gifts to Rocky Mountain PBS may be designated to go to the
Rocky Mountain PBS General Endowment Fund. Gifts to the General Endowment Fund are permanently invested for the future while the earnings help to provide quality public television programs and services.
All planned giving donors receive membership in the
Rocky Mountain PBS Pinnacle Club as recognition of your commitment to our future success. In appreciation of their generosity, Pinnacle Club members are invited to special events and other network activities and, if they wish, are acknowledged on-air and in other Rocky Mountain PBS publications.
Thank you very much for your interest in including Rocky Mountain PBS in your estate plans.
To discuss planned giving options, please contact the Rocky Mountain PBS Planned Giving Office:
Patricia Laverty, Manager of Philanthropic Giving
303-620-5706
E-mail
