Stock
Donations

At Kontagious, we’re always looking for innovative ways to help our supporters make a lasting impact. One powerful option is donating stocks. When you donate appreciated securities such as stocks, mutual funds, or bonds, you can support our mission in a tax-efficient way while maximizing your contribution.

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Donating stocks to Kontagious is a straightforward process with these three steps.

 

Step 1: Fill out the “Notification of Donor Intent” Form

• Please use this form to communicate the needed information prior to time of transfer to help us track your donation and complete the last step.

 

Step 2: Simply contact your financial advisor or broker, and they can assist with the transfer. Here is the
information you will need to know:

• Donor’s account registration from their statement must be included as part of transfer information: ie name as shown on the statement.

• Receiving Firm DTC Number - 0075

• Receiving Account Number - 3669-7570

• Receiving Account Title - Kontagious

• Receiving Firm Name and Address:

           LPL Financial
           3941 Park Drive, Suite 20, #138
           El Dorado Hills, CA 95762

Step 3: Kontagious sends Acknowledgement

• Once you sign the gifting form, the financial institution will be able to complete the
  electronic transfer of the shares.

• An acknowledgement letter will be sent for the receipt of your gift. Valuation of the gift is determined by the donor and/or donor’s tax advisor. Refer to IRS publications 526 and 561 which should be reviewed for valuation and reporting by you and your tax advisor.