Gifts of Stock

When you donate long-term appreciated securities directly to Tutapona the full fair market value is a tax-deductible contribution, and capital gains do not apply on the appreciated assets. 

Email info@tutapona.com to let us know you are interested in making a stock donation.  We’ll provide you with all the information your broker needs to transfer your gift.

Tutapona works with the office of Stan Falkenhagen and Associates to receive and sell gifts of stock. We are grateful to Stan for waiving his fees for providing this service. Stan also donates a portion of his fees from clients who work with his office for other financial services, who indicate they would like to support Tutapona in this way. To learn more, please contact Stan Falkenhagen and Associates.

This information provided on this page is for illustrative and educational purposes only and should not be considered tax or legal advice. Please consult with your financial and/or legal advisor(s).