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Donate Investments

Stocks, bonds, options, and mutual funds can be donated to Saraswati Bhawan by transferring them directly to Saraswati Bhawan's corporate brokerage account with TD Ameritrade. By donating your appreciable securities to Saraswati Bhawan everyone benefits - you can write off the full current market value as a tax deduction and you avoid income tax (please ask your financial advisor about any limitations to this rule). Because Saraswati Bhawan is a 501 (c) (3) charitable organization, it is possible to hold or sell the securities and proceeds are tax exempt. Please consult your financial advisor for more information.

If you are interested in donating stocks, bonds, options or mutual funds from your portfolio, please contact us for information on transferring them to Saraswati's account.

A note on our investment strategies: we engage in socially responsible investment strategies as recommended by Solari Investment Advisory Services. For more information about this innovative organization, click here (www.solari.com)