Your Support, Our Future.

Support a cause that's important to you while enjoying the many tax benefits of making a charitable gift.

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Planned Giving

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Current news from Washington, finance information, stories about others who have benefited from giving, calculators and more.

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Free Estate Planning Guide

Discover helpful information to provide for your needs, your family's future and favorite causes.

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Bequest Language

We have provided some basic bequest language to assist you and your attorney in leaving a bequest in your estate plan.

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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Water Street Mission.

Gift of Stock and Bonds
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Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Water Street Mission.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

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If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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Let us help you with your gift plans

Have you considered making Water Street Mission a part of your estate plan? Learn about ways you can support Water Street or if Water Street is already part of your future plans we would like to recognize you.