Stock Transfer

Donating stocks and securities to Talitha Koum not only impacts the lives of children in our brain development program, but reaps significant tax benefits for you. The donation of appreciated stock allows for both tax deductions and capital gains tax exemptions. The same benefits apply to bonds and mutual funds.

As a donor, you benefit most from contributing stock directly to Talitha Koum and receiving both tax benefits rather than selling the stock and making a cash donation, which does not bring a capital gains tax exemption. 

Waco Foundation offers a service to local non-profit organizations whereby we can receive stock donations without incurring additional charges. Below are the instructions for handling such transfers through them.

Instructions for donation stock:

Step 1. Decide which appreciated stock and the number of shares you wish to transfer to Talitha Koum.

Step 2. Provide the security delivery instructions to your broker provided in this link .

Step 3. Send instructions for your gift designation to Waco Foundation using their Designated Gift Form found here.

Step 4. Copy your letter of instruction to our Donor Relations Director, Blake Garvelli at bgarvelli@talithakoum.org or mail to TKI Attn: Blake Garvelli, PO Box 2202, Waco, TX 76703.

 Step 5: Please confirm with your broker or advisor that your gift has been transferred from your account to Talitha Koum’s account at Waco Foundation.

For more information about donating stock, please email Blake Garvelli at the address above or call Talitha Koum at (254) 753-1144.