Donating securities (mature stocks, bonds, mutual funds) is a modern and fast method of providing direct support to Forward Free. Choosing to donate any form of mature securities is a win-win option! Here’s why. In the past, for example, someone wanting to donate to charity sold some of their stock and donated the cash proceeds after paying capital gains taxes on the sale. They received a tax deduction for the after-sale cash donated. Today, however, you can donate the stock directly to our brokerage account, which provides you with two significant advantages. First, you forego paying capital gains taxes because you are donating, not selling, the stock. Second, your tax deduction is the full amount of the value of the stock donated. The other good news is that our brokerage firm will then sell the stock and deliver us the proceeds, providing Forward Free immediate support through your donation worth the full value of the donated stock, not the lesser after-sale cash amount. 


GIVING GOAL: Immediate Support

DETAILS: Mature securities do not include stock held in an employee purchase plan or personal retirement account. Please provide the institution holding your securities the following information about our account in order to make a securities donation, and please indicate your donation is for immediate support:

RBC Capital Markets LLC
DTC: 0235
FBO: Forward Free Foundation
Account: 718-02400

A Win-Win Option!

A Win-Win Option!

Security Brokerage

Security Brokerage