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(Stocks, Bonds and Mutual Funds)
Thank you for planning a gift of stock for One Mission Society!
For information needed to make an electronic or certificate transfer of your gift stock, please contact:
Steve Hoffman
Phone:1.719.648.5524
Email:
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You may also find the information you need on the attached Stock Gift Information form. Please complete and return the form to OMS to ensure proper designation of your gift: Download form here.
The benefits derived from donating appreciated securities to OMS can be threefold (if you have held the security for more than 12 months).
- - You may be able to bypass paying capital gains tax on any appreciation, and
- - You may be able to deduct the full fair market value.
- - By transferring the security directly to OMS, your gift is not reduced by sales commissions.
Depreciated Securities
Perhaps not all your investments have appreciated. If this is the case, your tax advisor may confirm a strategy of selling these securities at a loss and using the losses to offset other gains reportable on your tax return. The cash from the sale can then be gifted to OMS.
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For other information and assistance, please complete our Confidential Reply Form, or
write to us: One Mission Society, P.O. Box 1648, Monument CO 80132-1648
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