Instructions for Donating Stocks / Appreciated Assets
An individual can give appreciated, non-retirement assets.
The donation amount is the market value on the day of the gift.
The donation amount will show on the individuals annual giving statement.
There is no cost to contribute this way.
Flipside has an account with RBC Wealth Management in Fresno that handles this type of giving.
Contact Info:
RBC Wealth Management
Jessica Najarian
559-447-8251