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Giftabulator provides a complete solution to assist
charitable and non profit organizations with the
cultivation and solicitation explanation of contributions
of publicly-traded securities versus donating cash.We
invite you to read about the opportunities, problems, solutions and benefits of gifts of appreciated securities.

 

Just as with donors, asking for and processing gifts of securities can be complicated and time-consuming. The organization may not have any system in place for accepting gifts of securities. They may not understand
the entire process or the details of certain security types. The organization's staff will need to:
· Tutor and assist donors with the mechanics
of transferring securities.
· Spend more time processing securities gifts as
compared to cash gifts.
· Spend more time preparing gift scenarios and
determining the value of the gift according to tax
requirements.
· Research tax scenario that apply to each
individual donor.
· Train new staff members on the details of
discussing securities gifts
· Need to research the unique transfer policies and
procedures that apply to each individual brokerage
firm.
· Train new staff members on the details of
processing securities gifts.
· Staff-up to process campaign and year-end gifts.

All of this is very complicated and technically oriented.
It's no wonder more charities don't ask for securities gifts. Contact us and we will discuss how we can make it simple for your organization and for your donors.


"Regardless of the size of your organization or level of fundraising effort, Giftabulator's patent pending solutions can dramatically increase your fundraising results while eliminating the work of securities
gift processing."


 

When it comes to charitable giving, donating appreciated assets is one of most financially wise things a donor can do. In addition to receiving a charitable income tax deduction, donors who give appreciated assets also avoid paying a significant portion of the capital gains tax on the contributed asset. Over millions of Canadians and Americans own publicly traded securities. The trouble is that most of them still fund their charitable gifts with cash when, by giving appreciated stocks and mutual funds, they could increase their tax savings and thereby afford to give more - as much as 75% more.

"Donors who give appreciated assets also avoid paying any capital gains tax on the contributed asset."

 

 


 


Giftabulator™ is the property of FUNDING matters Inc.
Patent Pending Serial Number 11/095,548
Giftabulator.com and all photographs herein may not be distributed, duplicated or modified without proper consent. 2004 - 2005