Gifts of Stocks, Bonds, and Securities to Joy Junction
There are times when a gift of stocks, bonds or securities may be advantageous.
Whether it is simply a matter of preference, timing, or a means of reducing tax, Joy Junction makes the process easy!
The important information for our broker and account are shown below, or feel free to contact our office at (505) 217-9586.
Joy Junction gratefully welcomes donations of stocks and bonds, heirlooms, antiques, works of art, real estate, automobiles and other noncash gifts. This is a great opportunity for those who want to help, but are in a position that makes it advantageous to donate an asset or merchandise, as opposed to cash.
In some cases, an appraisal will be required to help you claim the fair market value of an item as a deduction. Donations of these types of items will be receipted as noncash donations, as allowed by the tax code.
To help you maximize your gift, we have placed a link to an IRS form 8283 and Publication 561 below, for your information.
Thank you for thinking of Joy Junction!
The Cates Team
Name on Account:
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