Stocks and Bonds | What To Give | OETA

If you contribute long-term appreciated securities to OETA, you get a two-fold income tax benefit — you can deduct the full present fair market value, and you owe no tax on the appreciation in value.

Please contact us for specific instructions on how to transfer stocks and bonds to OETA.

OETA Foundation
7403 North Kelley Avenue
Oklahoma City, OK 73111

If you want to give us securities on which you have a loss, consider selling them yourself instead and then donating the proceeds to us. That way, you’ll have a loss deduction to offset any gains on sales, plus you’ll still get your charitable deduction.

Estate plans should be made with your financial advisor.  OETA Foundation will be happy to work with you and your professional advisor to discuss the benefits of the plans listed here and how they can work for you. Please contact us anytime.