Stocks & Securities

There are a number of ways to invest in Mobile Loaves & Fishes and the gift of a stock is one of the most advantageous ways to contribute. Making a gift of securities is simple and offers a number of valuable financial benefits:

  • Produces a current tax deduction equal to fair-market value of the stock
  • Corporation may redeem shares of the stock from your organization
  • Could reduce liability for accumulated earnings tax

 

Step 1:  Complete Transfer

If the shares are held at a securities firm or other brokerage account, please contact Mobile Loaves & Fishes to receive the necessary account information and required identification numbers.

 

Step 2:  Notify Us By Filling Out the Form Below

STOCKS & SECURITIES FORM

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This is private information that will only be received by our controller.
We can't send a thank you or attribute a stock gift if the following information are not provided.

Your Information
Stock & Securities Information

Need assistance with this form?

Receipts for stock gifts, provided we have the donor’s contact information and gift details, are mailed to upon receipt.

Questions may be directed to Venus Chin, venus @mlf.org or Donna Emery, donna@mlf.org at 512-328-7299.

The information contained herein is for explanatory purposes only and is not intended to be used as tax advice. Mobile Loaves & Fishes recommends that you contact a professional tax advisor who can provide you with additional information on how your participation in the programs mentioned on this site may affect your personal tax situation.

For where your treasure is, there your heart will be also — LUKE 12:34