There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and the low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
We can accept gifts via electronic transfer. Please contact us at 513.541.1538 or firstname.lastname@example.org for instructions.
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions you may have. Thank you for considering a gift of appreciated securities to Green Umbrella!