Planned Giving

You can make a gift by transferring securities or mutual funds to FeedNC. This includes RMD's, QCD's, or IRA's. Making a gift of appreciated securities is a great way you can make a difference in our community. Donated assets such as stocks and mutual funds may provide you with an income tax deduction based on the fair market value of the gift and eliminate all capital gains taxes. Please consult with your tax advisor for specific tax advice when giving securities.

ELECTRONIC TRANSFER OF SECURITIES

Please notify your broker to initiate a "broker-to-broker" transfer. This will transfer the donated stock from your brokerage account to FeedNC's brokerage account, at which time FeedNC will sell the donated stock. Electronic delivery of shares provides the most expedient delivery process.

Please complete the Securities Delivery Form by clicking the button below. Please send a copy of the completed form to:
Janice Lowrance,
AAMS®Financial Advisor
Edward Jones
109 Professional Park Drive
Suite 101,
Mooresville, NC 28117
(704) 663-5382
www.edwardjones.com

For more information about the tax benefits of charitable giving, please read this Charitable Giving: Tax Benefits & Strategies Guide by clicking the button below.