Stock Donation

Donating appreciated securities—like stocks or mutual funds—is another powerful way to support Beesley.

By donating stock, it allows you to avoid capital gains tax and will receive a charitable tax deduction for the fair-market value of the stock.  Your financial advisor will need to transfer the securities directly to our brokerage account.

It’s a smart way to make a larger impact without increasing out-of-pocket costs.

Your financial advisor and tax professional can help make sure your giving strategy aligns with your retirement goals as well as any changes to tax rules.

If you choose to support Beesley by a stock donation please call Jeff Edge, Edward Jones at 615-895-8282 who is always available and happy to help in this process.

Also, please let us know how we can contact you so we can properly thank you for your generosity as these transactions do not always provide us with your information.