To deduct gifts of appreciated assets, you must have owned them for at least one year and a day. Your tax advantages are the greatest when you transfer the stock to Rocky Mountain PBS and we sell them; your tax advantages are minimized when you sell the stock yourself. Check with your tax advisor for special tax benefits. Your broker or financial advisor will have specific advice for giving other types of securities, such as mutual funds or bonds.
If your stockbroker holds a security for your account:
Instruct your broker to deliver the shares via DTC (a standard practice of electronic transfer). Have your broker contact our Special Gifts office at 303-620-5706 for the necessary transfer information.
In order to send you a receipt for your gift, make sure you or your broker sends written verification of your stock gift to our Special Gifts Manager (see address below).
To discuss contributing securities, please contact the Rocky Mountain PBS Major Gifts and Planned Giving office:Patrick C. Schaefer, Major Gifts & Planned Giving Manager
303-620-5706
Amy Corpuz, Philanthropy Assistant
303-620-5690
