No matter how you choose to partner with us, we can help you fulfill your philanthropic goals and make a significant impact. In addition to cash or checks, there are numerous ways you can support our mission. You may even be surprised to learn there are ways you can give that offer you cash back (often at attractive, fixed rates). Planned giving offers you many wonderful opportunities to have the impact you desire, while also saving you taxes and making it easier to provide for your family and loved ones.
By making a planned gift to Shepherd’s Cove Hospice you receive:
- More impact for your charitable giving
- Income Tax advantages
- Possible Capital Gains Tax benefits
- Possible New Income Streams for you
Our Current Planned Giving Council Members:
|Joe Beam||Beam Financial Groupemail@example.com||256-302-6913|
|Todd Carroll||Edward Jonesfirstname.lastname@example.org||256-878-4671|
|Scott Gillaspie||Merrill Lynchemail@example.com||256-650-2417|
|Laura Givens||Turning Point Legalfirstname.lastname@example.org||256-486-3407|
|Jamie Gore||Wealth Solutions Groupemail@example.com||256-572-4528|
|Frank Scott||Frank Scott Agency-Country Financialfirstname.lastname@example.org||256-593-7756|
|Norma Wells||Norma McCord Turning Point Legalemail@example.com||256-878-3978|
|Tim Cunningham||Tim Cunningham
Citizens Bank & Trust
MAKE A GIFT OF STOCK
Gifts to Shepherd’s Cove Foundation in the form of stocks, bonds or mutual funds that have appreciated in value may be especially atrractive.
When you transfer ownership of securities to Shepherd’s Cove, you receive a charitable income tax deduction for their full market value at the time of the gift, up to 30 percent of your adjusted gross income, and you incur no capital gains tax (subject to IRS deduction limits).
STOCKS OR MUTUAL FUNDS DONATION INSTRUCTIONS
Step One: Donate Stock
Please provide your broker with the following information:
Name of Account: Hospice of Marshall County
Name of Broker: Raymond James
DTC Number: 0725
Account number: 26105330
Account TIN: 63-0841539
*If you wish to download a letter template for your broker, click here.
Step Two: Notify Us
We wish to ensure gifts are properly received and acknowledged. Please email firstname.lastname@example.org or complete the form below either before or after donating securities.