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Gift Stock
Support the Comet Fund
Gifts of stock, bonds and mutual funds can allow you to support the Creekside Comet Education Fund while realizing significant tax benefits such as avoiding capital gain taxes.
In order to complete a donation of securities, please complete BOTH steps below:
STEP 1—Write a Letter of Authorization (LOA) to the firm who holds your securities. Instruct your financial advisor or representative to transfer the securities to:
- Fidelity Investments, account number X70-966440
- You will need to date and sign the letter and give it to your financial advisor.
- We are a 501(c)3 nonprofit organization, tax identification number (FEIN) 26-4724913
STEP 2—Notify the Comet Fund of your securities donation by completing the securities gifting form. You can also email us a copy of your LOA to thecometfund@gmail.com or by phone at (925)48-COMET / (925) 482-6638.
Due to privacy concerns, your bank will not tell us that you have made a stock donation to the Comet Fund. In order for us to send your tax receipt letter in a timely fashion and confirm that your stock was transferred, you must notify the Comet Fund of your donation.
QUESTIONS? To find out more, contact Terri Young or Angela Beck at thecometfund@gmail.com.
