Many donors of Children’s Hope Alliance make outright gifts and pledges in the form of appreciated securities, rather than cash, in order to benefit from extra tax advantages. If you itemize, you are entitled to a charitable income tax deduction for the full value of your gift (provided you have owned the securities for more than 12 months). You also avoid paying a tax on capital gains, which you would owe if you sold the securities.

Gifts of securities are deductible for federal tax purposes up to a limit of 30 percent of your adjusted gross income.

To transfer stock electronically you will need the following information:

  • Our broker is Phyllis Walkowiak at Wells Fargo Advisors, LLC at (704) 442.6308 or (800) 955-2522.
  • Please notify the Donations Coordinator at Children’s Hope Alliance by calling 704-832-2207 when a stock transfer has been made to our account, so we can properly credit your gift for tax purposes.