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. 

Instructions for stock:

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

Step 2. Provide written instructions to your broker to deliver those shares by electronic transfer to the following account that has been established for our benefit.

National Financial Services, LLC, FBO Talitha Koum; Account #MF1-233578

Step 3. Copy your letter of instruction to Susan Cowley at SCowley@talithakoum.org.

Or mail to: 

Susan Cowley

Talitha Koum Institute

P.O. Box 2202

Waco, TX 76703

Step 4: Please confirm with your broker or advisor that your gift has been transferred from your account to Talitha Koum’s account. 

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