Your passion to care for abused, abandoned and neglected children continues to yield better returns when you give from your portfolio of marketable securities. These include:

• Publicly traded stocks or restricted securities
• Bonds
• Exchange Traded Funds (ETFs)
• Mutual Funds shares
• Mutual Funds that are proprietary to certain brokerages
• Privately-held stock from major corporations

If you would like to make an outright gift of stock to 4KIDS, click here for detailed instructions.

Giving marketable securities that have appreciated in value is a prudent way to support 4KIDS. Gifts of long-term appreciated stock or mutual funds offer a quick, easy, and tax-efficient way to make a lasting contribution to 4KIDS.

The benefits of gifting marketable securities include:

• Income Tax Savings. You may qualify to receive an income tax charitable deduction of up to 30 percent of your adjusted gross income. You may carry forward the excess for up to five subsequent years.
• Capital Gain Tax Savings. Avoid capital gain taxes you would have incurred if you had sold the securities.
• Receive Income. By funding a life-income gift, such as a 4KIDS Charitable Gift Annuity, with securities, you could receive income during your lifetime and pay no upfront capital gains on transfer.

This Marketable Securities section provides general gift, estate, and financial planning information. We do not intend it as legal, accounting, or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, please obtain the services of appropriate advisors. Consult an attorney for advice if your plans require revision of a will or other document.

If you or your financial and legal advisors have questions, please call Joel Ceballos, Director of Gift Planning, directly at 954.590.1541 or by email giftplanning@4KIDS.US