Giving appreciated stock may have significant tax advantage for you. These assets are given to WCA at the current market value, regardless of the cost or basis of the donor, which avoids the capital gains. WCA will liquidate the gifts as soon as possible after the receipt. You will receive a letter from WCA describing your gift. This letter is your tax receipt. Your broker or The Wall Street Journal can supply market value. Please contact your tax professional for the specific impact on your situation.
If you hold the stock then sign and date the back of the certificate(s) and complete transferee section with:
Willow Creek Association
Use registered mail to send your certificate(s) to:
P.O. Box 3188
Barrington, IL 60010
Or call us at 800-570-9812 and ask for the Development office to arrange for personal delivery.
If the stock is held by your broker:
Transfer electronically to Willow Creek Association's account with RBC.
Account #: 7B802009
FBO: Willow Creek Association
Tax Identification #: 36-3799040
Please contact us with your name, address, date of transfer, and number of shares.
Send us an email at email@example.com
Or fax the information to: 847-765-5046