Securities may be made as outright gifts or as a payment on a pledge. Stock certificates may be reassigned directly to BalletMet or may be transferred through the donor’s broker. The mean market value on the date of transfer will determine the value of the gift for tax purposes. It is best to contact BalletMet’s development department before a transaction is made.
In certain instances, it may be preferable from an estate, financial or tax-planning perspective to consider long-term planned giving as the ideal way to make a gift. This can be accomplished through various gift instruments such as a charitable remainder trust, gift annuities, charitable lead trusts and bequests. After consulting with your financial advisor, contact BalletMet’s development department.
Gifts to BalletMet should be mailed to:
322 Mount Vernon Avenue
Columbus, OH 43215