Stocks & IRA

To donate stock, please contact Jackie Guidera at 888-317-5850 x712 or jackie@believebig.org
Please inform us of your gift to ensure timely acknowledgement.

Your broker can assist you in making a gift of stock via a direct transfer to BELIEVE
BIG. Giving a gift of publicly traded stock that has increased in value and that you
have owned for more than one year may provide greater tax benefits than giving
cash. Your charitable income tax deduction is equal to the fair market value of the
stock and you avoid paying the capital gains tax on any increase in the current
value over the original cost of the stock. You may also save by not incurring
brokerage fees because you are transferring ownership rather than selling the
stock.

Fidelity is the “Receiving Firm” when you make donations from your brokerage
accounts at other firms.

• Receiving Firm Name – Fidelity Investments
• Receiving Account Name – Believe Big, Inc.
• Receiving Account Number – 677-300957
• Fidelity’s DTC Number is:  226

Stock is immediately sold and money wire transferred to Believe Big, inc.

Please inform our team of stock transfers so that we can properly acknowledge your gift and forward
information regarding your tax deduction.

CHARITABLE IRA GIFTS

If you are 70.5 or older and own a traditional IRA, please consider making an IRA charitable rollover
gift to Believe Big, Inc.. Contact your plan administrator to make a qualified transfer from your IRA to
us by December 31.

A gift of any amount up to $100,000 made from your IRA to us will:

• not be included in your taxable income
• satisfy your required minimum distribution (RMD) for the year
• reduce your taxable income, even if you do not itemize deductions
• not be subject to the 50% limitation on charitable gifts

For questions about an IRA Rollover gift, please contact Jackie Guidera 888-317-5850 x 712 or
jackie@believebig.org