WAYS TO GIVE
WAYS TO GIVE
Giving stock held more than 12 months offers a two-fold tax savings. First, you avoid paying capital-gains tax on the increase in value of your stock.
In addition, you receive a tax- deduction for the full fair market value
of the stock on the date of the gift. Subtracting the tax savings from
what you originally paid for the stock can result in a gift that costs
just pennies on the dollar. This is an excellent vehicle for stock that
has substantially appreciated in value.
Firm: Fidelity Investments
100 Crosby Parkway
Mail Zone: KC1J-8010
Covington, KY 41015
Representative & Code: Marv Kaye - G13234497
For the benefit of: Optimist Boys Home & Ranch
(DBA Optimist Youth Homes & Family Services)
Federal ID #: 95-1643340
If you are transferring a mutual fund asset, please contact OYHFS BEFORE initiating that
transaction. Mutual funds require special handling.
Stockbrokers require instructions in writing. You will need to give the following delivery
information to your broker to make a gift to Optimist Youth Homes & Family Services:
Optimist Youth Homes
& Family Services
6957 N. Figueroa St. Box 41-1076 Los Angeles, CA 90041-1076
Telephone: (323) 443-3175
Thank You for all your support!