Stocks and Securities

Appreciated securities are perhaps the most cost-effective assets to use in making a gift.

When you transfer ownership of long-term holdings to Life Outreach International, you receive a charitable deduction for their full market value—and you incur no capital gains tax (subject to IRS deduction limits).

Because the donor's information in electronic transfers are not always complete, please alert us in advance about the stock and number of shares you plan to give. You can do so by e-mailing vaughn.peak@LOI.org or calling Vaughn Peak at 817-267-4211 ext 3700.

According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (for transfers from brokerage account to brokerage account). Following is the information necessary to transfer stock to our account:

Account Name

Account Number

DTC Number

Tax ID Number

Broker

Life Outreach International

7FI658535

0443

75-2684727

Tad Cromer

Cromer & Schooler Financial Services

112 Bedford Rd., Suite 116

Bedford, Texas 76022

(817) 595-1100

(817) 280-0428 fax


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