Stock, Securities, & Annuity
How a charitable gift of stock, security or mutual fund works
Stock or mutual funds that have been held longer than one year and have appreciated in value may be donated to OETA and may provide you with tax savings. It is a win-win for both you as a donor and for the future of public television in Oklahoma.
When you give appreciated stock or securities, you avoid paying capital-gains tax on the increased value of your asset. You may also be entitled to a charitable tax benefit for the full fair market value of your stock.
How a charitable gift annuity works
A charitable gift annuity is another way to make a gift of support to OETA. With a charitable gift annuity, you agree to make a gift to OETA and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life. The balance is used to support our work. This type of donation can provide you with regular payments for life and allow OETA to further our mission.
You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction if you itemize.
When considering gifts of stock, securities, mutual funds, or annuities to OETA, we recommend you first consult with your financial advisor. The best method for transferring such gifts is to mail all paper certificates our office.
Please make sure all gifts are addressed to:
Friends of OETA, INC.
7403 N. Kelley Ave.
Oklahoma City, OK 73111
Federal Tax ID: 83-2527901
Please notify OETA of your pending stock donation so that we can answer any pertinent questions and appropriately credit your gift. You can call Mairead Todd (405) 841-9215 or send an email to firstname.lastname@example.org.