Helping children in your community has never been easier or more beneficial. Now you can donate your appreciated securities, including stock, bonds, and mutual funds to support Big Brothers Big Sisters of Butler County programs.

As a donor, you are entitled to take a charitable deduction for the full fair-market value of appreciated securities held longer than one year, and you usually avoid paying the capital gains tax that would be due if you sold the securities.

Donating publicly traded stock or bonds held by a bank or broker
If your stock is held at a bank or in a brokerage account, send a letter of instruction to your broker or banker with a full description of the securities and your gift's intended purpose. Securities can be sent electronically using the following transmittal instructions:

Smith Barney
Big Brothers Big Sisters of Butler County

Account #709-2832216284
DTC #0418

Contact:
Carolyn Winslow
Phone: 513-867-1227
Fax: 513-867-1489

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Effective Date and Value of Your Gift

Your gift of stock or publicly traded securities will be valued based on the mean market price of the securities on the gift date. We will provide you with a receipt for your tax records. Big Brothers Big Sisters determines your gift date according to the guidelines below.

• By mail, it is the later of the postmark dates of your separately mailed stock certificates and stock powers.
• By electronic transfer, it is the date that the securities enter Big Brothers Big Sisters’ account.
• By hand, it is the date that a Big Brothers Big Sisters' employee receives the stock certificates and stock powers of attorney.
• By reregistering securities in Big Brothers Big Sisters’ name yourself, it is the date on the new certificates. (This method takes the longest.)

If you have questions or need more information, contact Julie Dichtl.

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