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