SACE | Southern Alliance for Clean Energy
Giving Stock and other Annuities
More than 60 percent of Americans own securities. Consequently, more people are giving stocks, bonds and mutual funds to charities. By giving securities, donors can benefit from tax savings that may allow them to give more at no greater cost. Talk with your financial advisor, attorney or accountant to learn if this is a good choice for you. For safety and simplicity, we recommend that you make a direct transfer of securities to Southern Alliance for Clean Energy’s account.
If you hold the certificates yourself and choose not to use a broker, mail the unendorsed stock certificates to Southern Alliance for Clean Energy. In a separate envelope, mail a signed stock power for each donated stock certificate. Be sure that the signatures on the stock power are identical to the name(s) as they appear on the certificates. Leave the stock power blank, except for the appropriate signature(s).
Please notify us of your intentions to make a stock gift, or if you would like more information, by sending an email to Rachel Grillo, Development Director at firstname.lastname@example.org or by calling 828-254-6776.