Gifts of Appreciated Stock or Mutual Funds

Your gift of appreciated marketable securities to the Sedalia School District Foundation is an easy and prudent way to gain substantial tax benefits. Most gifts of appreciated securities that you have held long term (more than one year) are fully deductible at fair market value, and you do not incur a tax on unrealized capital gain.

Wise time to donate securities

Consider a gift of appreciated securities whenever you prefer not to incur capital gains tax, such as in these circumstances:

• When a takeover is contemplated
• When you wish to upgrade your portfolio
• When you wish to donate cash or holdings in your closely held corporation
• When you wish to increase your cost basis in a stock you intend to hold
• When you want a higher yield

Ways to donate appreciated securities

By Phone:
If your broker or bank holds your securities:

Instruct your bank or broker to transfer your gift of securities to the Sedalia School District Foundation. He may call the Foundation office for transfer instructions.

By Mail:

1. Send your unendorsed stock certificate(s) by registered mail to:

   Sedalia School District Foundation
   P.O. Box 2505
   Sedalia, MO 65302-2505

2. In a separate envelope, by regular mail, send to the same address:
   1. A signed stock power (one power for each certificate; complete the signature block only and exactly as the stock is registered) and
   2. A brief note identifying yourself (name, address, phone number) and describing the number of shares, the name(s) of the stock(s), and the purpose to which you wish to direct your gift.

Mail both envelopes on the same day. The “date of the gift” is determined by the postmark date.

Ways to donate appreciated securities (continued)

By Hand:

1. Bring your unendorsed stock certificate(s) to:

   Sedalia School District Foundation
   U.S. Bank Building, Second Floor
   3615 W. Broadway
   Sedalia, MO 65301

2. Sign a stock power (one power for each certificate; complete the signature block only and exactly as the stock is registered). Receive a receipt acknowledging your gift and its purpose. The “date of gift” is the date you deliver the securities.
3. Bring a brief note identifying yourself (name, address, phone number) and describing the number of shares, the name(s) of the stock(s), and the purpose to which you wish to direct your gift.

Gifts of mutual funds

Mutual fund shares that have appreciated in value are an excellent charitable gift with tax advantages similar to those from gifts of other appreciated securities. Generally, mutual fund shares must be transferred by the mutual fund company. To make a gift of mutual fund shares, you should ask your mutual fund company to provide you instructions and the forms necessary for making a charitable gift. Please call us a 660-829-2505 if we may be of help to you.