Stock, Securities, and Mutual Fund Donations
A Tax-Smart Way to Give
Donating appreciated stocks, securities, or mutual funds may allow you to support Venezia while potentially reducing capital gains taxes and maximizing your charitable impact.
How It Works
- Transfer appreciated securities directly to Venezia Innovative Services.
- You may avoid capital gains taxes on appreciated assets.
- You may receive a charitable tax acknowledgment for the value of the donated assets.
- Once received, the securities may be sold and the proceeds used to support Venezia’s programs and services.
Important Information
For stock donations, please email for instructions.
To transfer stocks, securities, or mutual funds, your broker may require the following information:
- Venezia Innovative Services
- Edward Jones Account Number
- Tax ID Number
- DTC Number
Please contact us for current transfer instructions and account information.
If you choose to support Venezia with a gift of stock, securities, or mutual funds, please notify us so we can properly acknowledge your contribution and ensure your gift is directed according to your wishes.
Donor-Advised Funds (DAFs)
A Donor-Advised Fund is a simple and flexible way to support charitable organizations. Donors may contribute to a DAF, receive potential tax benefits, and recommend grants to Venezia Innovative Services over time.
If you would like to support Venezia through a Donor-Advised Fund, please contact us for additional information.
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Beneficiary Designations
You may choose to name Venezia Innovative Services as a beneficiary of:
- Retirement accounts
- Brokerage accounts
- Investment accounts
- Donor-Advised Funds
Beneficiary gifts provide a simple way to create a lasting impact without affecting your current financial needs.
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Qualified Charitable Distributions (QCDs)
Individuals age 70½ and older may be eligible to make charitable contributions directly from an IRA through a Qualified Charitable Distribution (QCD).
QCDs may provide tax advantages while helping support Venezia’s mission and services.
Please consult your financial advisor or tax professional regarding eligibility and benefits.
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Endowment & Legacy Giving
Create a Lasting Legacy
Endowment and legacy gifts help provide long-term financial stability for Venezia Innovative Services and support future generations of participants and families.
Supporters interested in establishing an endowment gift or discussing planned giving opportunities are encouraged to contact us for additional information. As our organization continues to grow, endowment giving can help create sustainable funding that supports our mission well into the future.
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