Many donors choose to give appreciated stocks, securities, or mutual funds instead of cash because these gifts may provide tax advantages while making a meaningful impact on the lives of the individuals we serve.
By donating appreciated assets directly to Venezia Innovative Services, you may be able to avoid capital gains taxes that would otherwise be incurred if the assets were sold first. In many cases, donors may also be eligible to receive a charitable tax deduction for the fair market value of the donated assets, depending on their individual circumstances.
Your gift helps support programs, transportation services, daily activities, wellness initiatives, and community engagement opportunities for individuals with intellectual and developmental disabilities (IDD) and emotional and behavioral disorders (EBD).
Potential Benefits
- Support Venezia through a non-cash charitable gift
- Potentially avoid capital gains taxes on appreciated assets
- Possible charitable tax deduction based on current tax laws
- Create an immediate impact on programs and services
- Simplify charitable giving through your brokerage account
How the Process Works
- Contact Venezia Innovative Services to notify us of your intent to donate securities.
- Request the necessary transfer instructions.
- Work with your financial advisor or broker to initiate the transfer.
- Once the assets are received, they may be liquidated and used to support Venezia’s mission and programs.
- Venezia will acknowledge your gift for your records.
Transfer Information
For stock donations, please email for instructions.
Your broker may require:
- Venezia Innovative Services
- Edward Jones Account Number
- Tax ID Number
- DTC Number
These instructions will be provided upon request.
Before You Transfer Assets
Please notify us before completing a transfer so we can properly identify and acknowledge your gift. This helps ensure your contribution is received and applied according to your intentions.
Questions?
Contact: love.dzakpasu@veneziais.org
Email for Instructions