Stocks & Other Ways to Give
Why not double or triple your donation to PPCS with a matching gift through your employer? After making your donation to PPCS, submit a matching gifts form to your company. Once the form is submitted and PPCS has verified receipt of your gift, your employer will disperse the matching funds.
Search online or contact your HR department to see if your employer offers a matching gift program.
If you would like to donate stocks, mutual funds or other appreciated securities, we would be happy to help you and your broker transfer securities in a simple, straightforward way.
If you own publicly traded stocks or bonds that have appreciated in value and have owned them for more than 12 months, you may want to consider the income tax benefits of giving securities. In fact, donating stock saves even more taxes than donating cash, since there is no capital gains tax when appreciated securities are given to a nonprofit.
If you own stock that has dropped in value, consider selling this asset, and donating the proceeds to Peter & Paul Community Services. By doing so, you will be able to claim a capital loss deduction on your income tax return, as well as an income tax deduction for your charitable gift.
Please have your broker provide Peter & Paul Community Services a copy of the letter of instruction and the following: the stock name, number of shares, gift allocation, and date of transaction. PPCS works with Stifel to transfer and sell stocks that are donated to our organization.
Keith Creech, Vice President/Investments
903 South Lindbergh, Suite 200, Saint Louis, MO 63131
Account: 1110-4478 | DTC: 0793 | Tax ID: 43-1349643
When your stock gift is received, we will mail a tax receipt stating the name of the stock, the number of shares and the fair market value on the date it was received by Peter & Paul Community Services.
When you are ready to gift your appreciated securities, please contact PPCS’ Chief Development Officer to inform Peter & Paul Community Services of the proposed donation and to ensure that you receive a prompt receipt of your gift for your tax records.