GIVE STOCK MOW-SUW
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Give Stock
Transforming stocks into hope: donate and empower change.

ABOUT GIVING STOCK

Donating stock is an effective way to help Meals on Wheels Summit, Utah & Wasatch combat the growing threats of senior hunger and isolation nationwide. Making this gift is simple and offers you valuable financial benefits:

You can donate appreciated stocks, bonds or mutual funds

The total value of the stock upon transfer is tax-deductible

There is no obligation to pay any capital gains taxes on the appreciation

A GIFT OF APPRECIATED SECURITIES MAY BE RIGHT FOR YOU IF:


You want to diversify your assets without having to pay the capital gains taxes that would result from the sale of appreciated stocks, bonds or mutual funds

You are holding stocks, bonds, or mutual fund shares for more than a year and they have increased in value

You want to make a gift that does not affect cash flow or liquidity

STOCK AND WIRE TRANsFER INSTRUCTIONS

Gift of appreciated stock:

BANK OF MAG
A/C 3456789
DTC 1234
Agents Bank ID 586800

Domestic Wire Transfer:
Recipient Institution: MAG Inc.
ABA#: 123456789
Account Name: Money, money, money
Account#: 123456789
Address: 586 E 800 N, Orem, UT 84097

Download a Sample Letter of Authorization to provide to your broker to help you get started. Once you are ready to make your donation, please reach out to mary@mealsonwheelssuw.org.

DOWNLOAD INSTRUCTIONS

Do you have questions?

Contact Us
Meals on Wheels Summit, Utah & Wasatch is a 501(c)(3) nonprofit recognized by the IRS | Number 84-1383486.


586 East 800 North, Orem, UT 84097
801-229-3800
info@mowsuw.org