Gift of Stock

Donating a gift of appreciated stock is one of the most tax-smart ways to support Butterfly Pavilion. Electronic delivery of stock shares is secure, expedient and provides efficient internal controls as well as cost savings. Butterfly Pavilion also accepts gifts of other publicly traded securities, including bonds, mutual funds, and exchange-traded funds (ETFs).

Benefits of Donating Stock

While capital gains taxes are 20% on long-term stock holdings, donated stocks are exempt from capital gains taxes. Donors who make a gift of stock are still eligible to deduct the full fair market value of the donated assets from their income taxes, up to the amount allowed by the IRS. This means you can minimize your tax liability while supporting Butterfly Pavilion!

Furthermore, the process is easy. We will sell the shares within 24 hours and send a receipt for the high, low, and mean worth of the shares.

How to Make a Gift of Stock

1. Contact Your Broker

Contact your broker with your donation intentions and ask them to contact Russ Stallings at Edward Jones:

• Email: Russ.Stallings@edwardjones.com
• Office: (303) 988-2408
• Fax: (888) 397-4480

2. Notify Butterfly Pavilion

Notify Butterfly Pavilion of your intention to donate stock so we can identify your gift.

Contact: development@butterflies.org

Please include:

• Description of securities to be donated
• Number of shares
• Your name, address, and phone number

3. Valuation for Tax Purposes and Date of Gift

The date of the gift is the day the stock passes from your control. The value, for income tax purposes, is the mean between the high and low quoted selling price that day. Your gift will be acknowledged by Butterfly Pavilion.

Please contact us or ask your broker to reach out at development@butterflies.org for more information.