HOW IT WORKS

• You contribute shares of stock, mutual funds, or other securities to the FOCUS Mission Foundation.

• You can mail, hand-deliver or transfer stocks through a brokerage firm. Electronic transfer is often possible and simple.

• The stock must be held long-term (more than one year) to qualify for full income tax benefits.

• Publicly traded stock is valued at the average of the high and low selling price on the day of the gift.

• Over-the-counter securities are valued at the average of the closing bid and the closing asked-for price the day of the gift.

• The stock itself must be contributed, not the proceeds from the sale of stock, to qualify for tax benefits.

BENEFITS TO YOU

• You have the satisfaction of making a significant gift to benefit the FOCUS Mission Foundation.

• You may claim income tax deduction for the full fair market value of the stock on the day of the gift.

• You avoid capital gains tax on the shares or securities donated.

• Often, you can make a larger gift, due to the tax benefits.

We’d be honored to start a conversation with you. Please contact us at (303) 962-5752 or giftoperations@fmf.org@fmf.org.

Note: the correct legal name for use in all documents is: “FOCUS Mission Foundation, a not-for-profit organization located in Golden, CO.” The information and suggestions provided are not intended as legal advice. All gift options should be discussed with legal, tax or estate-planning advisors.