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Gifts of Stock or Mutual Fund Shares Form

How We Can Help You

Please complete the form below to receive an email with brokerage instructions. If you have further questions please contact Kevin Taylor at (913) 327-8134.

Donating appreciated securities often allows donors to make a bigger philanthropic impact and to receive greater tax advantages than donating cash or selling the stock and donating the proceeds. By donating appreciated securities, you bypass capital gains tax and may deduct the fair market value of your gift.

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