Stock and DAF Gifts are Smart and Impactful
These two students created a book about their lives now, and what they hope for their future. Your gift will fuel their big dreams, and those of thousands more like them, while offering benefits to you as the giver.
Donate Stock
Donating appreciated stock is one of the most tax-savvy ways to support Local Hope. Instead of selling stock and donating the cash (and paying capital gains tax), you can donate the stock directly.
Benefits to You:
- Avoid capital gains tax on the appreciated value
- Receive a full charitable deduction for the market value of the stock
- Maximize your giving impact without reducing your cash flow
- Easy to do — and incredibly meaningful
Many Local Hope supporters have taken advantage of this option. It allows them to make a larger gift than they thought possible, while also gaining favorable tax treatment. Whether it’s a few shares or a larger portfolio gift, every contribution moves our mission forward. If you wish to Donate Stock through electronic transfer, please proceed as follows:
Communicate the following wire transfer instructions to your broker:
1. Wire transfer to Wells Fargo Advisors, (800) 872-3377, DTC Free #0141. For the credit of: Xela Aid Partnerships for Self Reliance, Account #69267522
2. For proper crediting, send a confirming transmittal email as follows:
To: mel@localhope.org
I have made a transfer of stock including (NUMBER) shares of (NAME OF STOCK) effective (DATE) to support (SELF RELIANCE, OR SPECIFY).
Should you have questions, please contact my broker: (Please provide name, phone number, email and mailing address).
Give Through a Donor Advised Fund (DAF)
A Donor Advised Fund is a charitable investment account for the sole purpose of supporting causes you care about. If you already have a DAF, recommending a grant to Local Hope is simple and powerful.
Benefits to You:
- Flexible and strategic — give when and how it works for you
- Immediate tax deduction at the time of the contribution
- Grow your giving — assets in your DAF can be invested for potential growth
- Easy! — An easy way to centralize your charitable giving
Local Hope has been honored to receive many generous grants from DAFs. It’s a way our supporters can plan their philanthropy wisely, support causes over time, and remain involved in the giving process.
Ready to Give in a Smart and Meaningful Way?
Whether you’re considering a gift of stock or a grant from your Donor Advised Fund, we’re here to make the process simple and beneficial for you.
Contact Mel Dinkel at (714) 322-0974 – Mel can walk you through the steps, answer any questions, and help ensure your gift makes the greatest possible impact.
Other Ways to Give
If you wish to take advantage of one of a Stock or DAF donation, please call Mel at (714) 322-0974.