Giving Stocks and Securities
Gifts of stocks and securities can be a tax-efficient way to support Muddy Sneakers. By donating appreciated stock, you may avoid capital gains taxes while giving the full value of your gift to help children connect with nature. The gift’s value is based on the fair market value of the stock on the date of transfer, provided you have held the stock for at least one year.
By completing this form, you are indicating your intent to support Muddy Sneakers with a gift of stocks and/or securities. Once you submit it, we’ll send you an email with simple next steps to complete your donation. We’re excited to have your support and will guide you through the process every step of the way!
If you have any questions while filling out the form, please contact Casey Therrien, Director of Development, at 919-391-6183 or casey@muddysneakers.org.
Thank you for helping Muddy Sneakers inspire children to explore, learn, and thrive in the outdoors!
Need More Information?
If your broker requires further information, they should contact Muddy Sneakers’ advisor at First Bank/Osaic Financial Group:
Charley Smith
VP, Wealth Management
Financial Consultant
Osaic Institutions, Inc
- charleysmith@FBWealthManagement.com
- 828-250-8437
- 3551 Hendersonville Road, Fletcher, NC 28732