Gifts of Stocks, Bonds and Mutual Funds

There are many ways to make a difference in the lives of children battling cancer, and some may offer financial benefits you haven't considered.

Donating stocks, bonds, or other appreciated securities is a meaningful way to support The Toby Keith Foundation and the families who call OK Kids Korral their home away from home.

When you give securities directly to the foundation, you may be able to avoid capital gains taxes on appreciated investments while qualifying for a charitable income tax deduction, depending on your circumstances.

Most importantly, your generosity helps ensure that families facing childhood cancer have a welcoming place to stay, at no cost, while their children receive treatment.

Welcoming living area at OK Kids Korral – Gifts of Stocks, Bonds and Mutual Funds

How to Make a Gift

Step 1: Contact your financial advisor or brokerage firm.

Let them know you would like to make a charitable gift of stocks or bonds to The Toby Keith Foundation. Your advisor can help you determine which investments may be appropriate to donate.

Step 2: Arrange your transfer.

Your financial advisor can arrange for securities to be transferred directly to the foundation's brokerage account. Please contact us for the necessary transfer instructions.

Step 3: Let us know your gift is on its way.

Complete our simple Stock & Bond Gift Notification Form so we can identify your gift when it arrives and properly acknowledge your generosity.

COMPLETE THE NOTIFICATION FORM

Your Gift. Your Impact.

You may choose to direct your gift toward:

Operating Costs: Help provide the day-to-day care, comfort, and support that families depend on at OK Kids Korral.
The OK Kids Korral Endowment: Help build a lasting source of financial support to ensure the Korral continues welcoming families for generations to come.

Smiling guest at an OK Kids Korral family reunion – Your Gift. Your Impact.

Stock & Bond Gift Notification Form

Thank you for choosing to support The Toby Keith Foundation through a gift of securities.
To help us identify and properly acknowledge your donation, please complete the information below.

Donor Information

Donor Name Required

Mailing Address

Address 1

Address 2

City

Country

State/Province

Postal Code

Phone Required

Email Required

Gift Information

Name of Stock, Bond, or Mutual Fund Required

Ticker Symbol (if applicable)

Number of Shares or Approximate Value Required

Anticipated Transfer Date

Americas/Chicago

Gift Designation

Please indicate how you would like your gift to be used. Required

General Operations – Support the daily operations of OK Kids Korral, providing a cost-free home for children battling cancer and their families.

OK Kids Korral Endowment – Help secure the future of OK Kids Korral by contributing to a permanent fund that supports the Korral for generations to come.

Next Steps

Please return this completed form to The Toby Keith Foundation before initiating your transfer.

Once we receive your notification, we will provide the appropriate securities transfer instructions for your designated gift.

This form is for gift notification purposes only and does not initiate a securities transfer. Please do not include account numbers or other sensitive financial information.

For the Children. For the Future.

Here to Help

Every gift is personal and I would be honored to help you explore the possibilities.

Juliet Nees-Bright
Chief Advancement Officer
The Toby Keith Foundation

405-693-0991
juliet@tobykeithfoundation.org

CONTACT JULIET

Please consult your financial or tax advisor regarding the tax implications of donating securities. The Toby Keith Foundation does not provide legal, financial, or tax advice.

P: 405.271.6552