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Gifts of Stocks and Bonds

Donating appreciated securities (worth more today than when you bought them), including stocks or bonds, is an easy and tax-effective way for you to make a gift to the Foundation for Oklahoma City Community College.

Gift of Stock and Bonds
Stocks/Bonds
OCCC
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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 based on today's fair market value, rather than the price you paid
  • Support our students today

How to make a gift of stocks and bonds

By electronic transfer - Please contact us for simple instructions on how you can transfer stock or bonds from your brokerage or investment account to the Foundation for Oklahoma City Community College.

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. Mail the envelopes to Foundation for OCCC, 7777 S. May Avenue, Oklahoma City, OK 73159.

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. It is the policy of the Foundation that securities will be sold typically within one working day upon receipt.

Contact us

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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